Hub Planner is a web based software, so you can login to your account from any web browser with an internet connection. There is no need to install anything, it all works out of the box.

Workflows

There are a combination of features and ways you can use Hub Planner within your business. The two most common use cases are using Hub Planner as a

  • Management Tool
  • Company Tool

Both are equally effective and are up to you as business how you would like to integrate Hub Planner into your process and workflow.

Management Tool

Setting up Hub Planner as a Management tool essentially means that the management team are the ones who have access to login to Hub Planner and book and schedule the resources. You pick this method as you don’t want (at this stage) to roll out a software to the entire company, but instead use it as a tool for planning your people on projects and managing budgets and timelines etc.

This can be particularly useful if you don’t want team members to see the plan of the entire company, or have to login to see their schedule. You most likely handle that in another way. This method is often adopted by people who have a role in a company as a “Resource Planner” and opt to use Hub Planner as their own tool for tracking people.

Company Tool

Setting up Hub Planner as a Company wide tool essentially means that you give everyone you want, access to the tool. This method integrates Hub Planner directly into the team’s workflow.
The management / planning team will still use it as normal to get an overview of the teams, and the team members depending on their rights, will use it to login and see their schedule and record worked time via timesheets.

This method is used by a lot of companies who rely on timesheets and using Hub Planner as a central Hub. It also allows team members to subscribe to an iCal feed of their schedule so they can literally have their schedule drop into their work calendars.