Creating a Project

Unlimited Projects can be created in Hub Planner, there is no restriction. Projects can be created in a number of ways using any of the following methods.

  • Web interface, (Right Click Menu, Sidebar and Settings Page)
  • CSV Upload for Bulk importing
  • API

Only Resources with the correct role rights can create and schedule projects. When a project is created it will be available for scheduling and it will appear in your Manage Projects page and scheduler sidebar.

Adding a New Project via the Sidebar

Using the sidebar is probably the most common way of adding new projects. Follow the steps below to add a new project from the sidebar.

  • Choose Projects from the left sidebar tabs
  • Click the “Add New” Group
  • Choose “Add New Project”
  • A Project Modal (pop-up) appears where you can add New Project information
Hub Planner Tip – Only the project name is required to add a project, all other fields are optional.

Hub Planner - Adding New Project from Sidebar

Adding a New Project via Right Click Menu

Follow the steps below to add a new project from the Right Click Context Menu.

  • Navigate to your “Settings” page in the top right header
  • Choose “Manage Projects” from the left Sidebar
  • Choose to “Add New Projects | Bookings” on the upper right side

  • Choose “Add Single Project”
  • A Project Modal (pop-up) appears where you can add New Project information

Adding a New Project via CSV Project Upload

Follow the steps below to add a new project from the Manage Projects Page. Please refer to bulk upload section.

  • Navigate to your Settings Page

  • Choose “Manage Projects” from the Sidebar

  • Choose to “Add New Projects | Bookings” from the Menu

  • Choose “Add Multiple Project”

  • An Upload Modal (pop-up) appears where you can add New Project information via csv.

Adding a New Project via the API

You can use the API to create new projects in Hub Planner. Please refer to the API section.