Custom Fields Overview 2016-12-05T10:54:48+00:00

Resource Management and Project Management differs for each business, and we are often asked if it would be possible to add an extra field for a specific business metric to match internal business logic and naming conventions.

With Hub Planner Custom fields you can create your own data inputs which can be used to collect more information during Project and Resource creation or editing.

For example you could add a field for ‘Location’ to Projects or a “Skills” field to resources that can be filled in during creation or editing of a resource or project.

You can pick from the following inputs:

  • Free Text Input
  • Number Input
  • Text Area
  • Email
  • Select Dropdown
  • Select Multi Select
  • Checkbox
  • Radio
  • Datepicker
  • Color Picker

Tags versus Custom Fields

Tags are a similar version of custom fields and only allow for a string match of a tag you define. As a business, Custom fields give you far greater control over your business terminology and allow you to create rules on what data you want to be entered into the system by the team.

Filter by Custom Fields

Custom Fields can be used to filter out important data in the bookings grid. For example if you are looking at all your resources and you want to find a resource quickly that has a skill of Photoshop and located in New York, you can quickly create that match and the grid will instantly filter out the results.

You will be able to get a sense of the real time availability of these resources to you.

Report by Custom Field

Custom Fields can be used in reports to filter out the data and create meaningful groups of custom data. You can group reports on Custom Fields to get a breakdown how much time is being spent in a certain location or how available a certain skill set is.
Custom Fields are extremely flexible allowing you to create you own forms and sets of data within Hub Planner which you can report on. A must for any business.