Resource Scheduling Doesn’t Have to be Scary!

Hub Planner will make it less spooky for you to make that move from Spreadsheets to online resource scheduling.

Spreadsheets can become cumbersome and hold you prisoner, here at Hub Planner we will make the transition to a resource scheduling software as seamless as possible!  Let’s take you through some of the newly released features of how Hub Planner will ensure you have made the right move.

Resource Scheduling

Leave the hard work of managing spreadsheets behind and let Hub Planner do the work for you.  Our Resource Scheduling platform is designed with the roles of Projects Managers and indeed Teams in mind.  Hub Planner provides a fluid transparent insight with clear visibility for planning projects.  There is a seamless interaction between viewing resource availability and scheduling projects.  Plan ahead in hours, days, weeks, months utilizing the resource heat map of availability – you have a birds eye view of your schedule giving you the opportunity to dynamically drag and drop bookings interface.

Resource Heat Map

The resource side of the scheduler has a built in dynamic Heat Map feature allowing you to quickly identify gaps in your production schedule and visualize your teams capacity.  The idea and advantage of the “heat map” view in your scheduler allows you to visualize and identify resource availability where you can optimize and forecast the scheduling and planning of resources.  Choose your preferred colours that will represent the various availability percentage scales from the array of shades.  You can adapt and configure a simple primary colour theme or perhaps create a more visual cortex to represent a full range of the visual percepts available to you.

  • Custom Heat Map Colors
  • Over Scheduled
  • Under Capacity
  • Full Availability
  • Reacts to your planning.

You have the option to display the resource capacity bar.  Especially useful for any resource under 100% capacity – the bar will only fill the width based on what percentage the resource is booked.

Drag & Drop

With Hub Planners drag and drop interface you can simply schedule your teams on projects or events by dragging bookings on the scheduler. You can also quickly resize bookings with drag handles on each project booking.

Adaptable to project changes

There are numerous reasons why changes happen during the life cycle of a project.  Factors can include abstract scope, enhancing requirements and specifications, boosting measurable metrics, resource availability, financial and time constraints, the list goes on.  In essence adjustments befall and Hub Planner created an effortless way to quickly reschedule your project bookings.  Not only that, the suppleness of interchangeable metrics are achieved in a bulk move.  With a simple right click on any booking, you can shift the project schedule along the timeline or completely move it to another resource.

This clever time saving initiative has 5 options available to you which include the following:

  • Move All (Project Selected) Bookings from (Selected) Resource along Timeline
  • Move All (Project Selected) Bookings from All Resources along Timeline
  • Move All Project Bookings from (Selected) Resource along Timeline
  • Move All (Project Selected) Bookings from (Selected) Resource to another Resource
  • Move all Project Bookings from Resource (Selected) to another resource (Select from drop down list )

Specify a date, direction and number of days you wish to alter your bookings to.  Alternatively, should you wish to reallocate all project bookings to another resource, you can simply do so from the drop down menu and choose a resource to move them to.  For a more detailed step by step approach, check out the how the Bulk Move works in our Feature Page.

Milestones

Milestones are easy to manoeuvre around by clicking and dragging each milestone to your desired position.  The design of the milestone makes it easy to identify and navigate to. You have the option to display or hide the Milestone Name within the scheduler.  Not only that you also have control of how long the milestone tool tip displays.  Control the display from instant to 5 seconds.   Read more about the available options to you here

Scheduler View

There are three modes in which you can view your scheduler layout.  You also have a settings toolbar where there are multiple options that you can choose from to customize your layout view.   There are many icon buttons that allow you to quickly edit, search, schedule or add to your projects and resources.

Once scheduled, you have booking ‘Tool Tips’ which are helpful little pop ups that synopsise your bookings when hovering over a them.  These tool tips contain a snapshot summary of the booking and what it contains.   Details such as the Project Name, Code, Client, Booking Category, Allocation timeframe of the booking, Project Manager and creation details.  Another helpful feature is the ability to quickly add a new resource to a project within your scheduler.   Also, when scheduling resources, we have added a “Select All” function for group selection enabling you to quickly assign entire teams to projects in 1 simple click.

Lean more about how Resource Scheduling via Hub Planner helps you!

Integrations

In today’s environment, its pretty much the norm to have multiple operating tools to adequately conquer and manage business workflows.  This disadvantage,  having to navigate between multiple programs which indeed become cumbersome. By utilizing an integrations platform such as we have set out at Hub Planner you can have a much more seamless working environment.  With the ability to connect your workflow tools with Hub Planner you adopt quite a few advantages.  Time saving with less data entry, hassle free switching between various softwares, efficient use of resource scheduling together with an increase output and profit!

Basecamp

We have created an inline integration with Basecamp streamlining your resource scheduling project management process.  This is a seamless real time import of the two collaborating softwares within the Hub Planner platform.  This means we are bypassing the requirement for any third party software like our Zapier integration or  API.  Now you can automatically import and schedule your Projects and Resources from Basecamp to Hub Planner in real time.  The benefit?  Boosted added value, a real time saver and extreme flexibility to our customers.  Read more here

Zapier Integrations

Zapier

There is no ‘one for all’ tool that exists for every workflow scenario.  With that in mind, and given the vast amount of Apps at our disposal why not combine them together via Zapier?  We at Hub Planner have provided this integration platform for our users to connect their workflow tools with Hub Planner.

Zapier is a tool that allows you to connect different apps of your choice together and automates their workflow for you, thus saving you the work and time.  If something happens in one app, it triggers an action in the other app, this process is called ‘ZAP’.  What triggers the actions and what actions should exactly be taken is all based on the rules that you set up.  Check out Hub Planner’s Zapier Integration Page here

API

More so one for the developers amongst you.  API technology allows for the adaption of multiple cloud based apps that effectively streamline and simplify workflows.  Develop and integrate customized applications which in turn increases flexibility and the allowance of working from a new perspective.  Hub Planner provides direct API access via Github. This creates a platform for you to strengthen and accelerate your software development process.  Take a look at Hub Planner’s GitHub page here

API

Smart Groups

The Smart Groups extension in Hub Planner allows companies to create dynamic groups which can be populated automatically.  Create a collection of resources, projects, teams, clients based on different criteria you define in your group conditions.  Smart Groups are updated in real time and allow you to organize your Scheduler sidebar as a working feature versus a static list.  For example, I wish to create a group of UX designers that are located in New York.

smart_groups_ext

Custom Fields

Custom fields allow users to create their own unique business terminology within Hub Planner. This allows you to mimic internal criteria for defining resources and projects.  In practice the custom fields becomes an enhanced tagging system that may include skill sets and locations.  The results can be seen when trying to filter down a scheduler view by one or more custom fields or when generating reports by the same fields. Custom fields is one of the most popular extensions Hub Planner has to offer.

Booking Categories

Hub Planner allows you to categorize and colour code your bookings via the booking category options. Once enabled you will have a spectrum of views at your fingertips, creating new techniques to allow you to visually mark a booking with a certain status.  Each status is represented by a deliverable name and color.  For example you can uniquely categorize your bookings to the various project management methodologies such as Agile, Scrum, the traditional RAG system or even your brand colours.

Booking Categories

By creating a more efficient methodology for timesheet data – booking categories will instill a more valuable asset in producing a thorough breakdown of your project booking.  You have the ability to create reports from a perspective of scheduled verses actuals in terms of resource time and financials.

To set up your Booking Categories, simply navigate to the Settings tab and scroll to Account Setup, Booking Categories.  You can also quickly navigate to your booking categories from the right click menu within scheduler view.

Hub Planner also has the option to import a booking category when bulk uploading or updating bookings.   Via .csv file which can be downloaded here you bypass any API necessity.  You might find most valuable when there are a number of different categories within your bookings.   For instance you can scale them from the life cycle or current status of a project.

Read more about Hub Planner’s Colour Coding Booking Category recent blog release here

Billing Rates

A recent revamp of our Billing Rates extension includes efficient feature improvements for Resource Scheduling and Budget forecasting.  A smart inline project billing panel displays real time project scheduled and actual spend for both an internal and external rate perspective as well as an extensive range of reporting templates.

Users have the ability to apply a billing rate at a Booking, Resource and Project level.  This is extremely handy for creating alternative rates for specific pieces of work within the schedule such as non billable work during a project.  There are many examples of how non billable hours can be generated such as; networking, client pitches, employee development and of course admin duties.  However, by tracking non billable work will help you remove any inefficiencies and in the long run find more billable hours.

Should you have our Timesheets extension installed, the billing panel works in synergy and displays actual spend as a metric.  Hence if you have the option to display the ‘Actual Time’ project budget.  Timesheets provide an extensive overview of Scheduled verses Actual project hours and spend.

Choose from budget in hours and/or budget as a figure amount. If your teams work globally, set the currency appropriately. Hub Planner allows the currency to be changed for every single project.

There is so much more information on our Billing Rates Feature Release right here

Time Tracking with Timesheets

Hub Planner Timesheets gives you a full time-tracking module integrated right into your account, allowing your team report Actual Time on Projects and Events. The slickly designed Timesheets Dashboard component extends the power of our resource planning tool and Reports feature.  Resources can report time on Projects using booking categories to create more meaningful reports and clearer transparency of where the time was actually spent and originally scheduled.

Bulk Import Time Entries

Hub Planner have developed a feature to migrate resource scheduling time entries from your alternative timesheet database and upload to your existing Hub Planner workflow.  Simply download the specially formatted spreadsheet .csv file and populate the desired fields required to encapsulate the data to Hub Planner.

Booking Categories

Imperative to the efficiency of a successful project delivery, we have developed a new feature to assist with the tracking of your projects and resources time and budget by using Booking Categories.   When importing a resource or project work from previous weeks to your timesheet – Hub Planner have included the direct importation of any categories from project bookings.  In turn, this feature will encourage users to provide a more accurate application of time entries.   Not only that you also have the ability to generate detailed reports of where resource time and project budget was scheduled verses where consumed.

Learn more about our Timesheet feature and how it can benefit you in Resource Scheduling

Resource Request Dashboard Hub Planner

Vacation & Resource Requesting

The Vacation premium extension allows team members to easily track and visualise and manage their vacation leave. The Resource Request & Approval workflow allows users to easily request resources within Hub Planner.  Graphical charts and tables illustrate vacation entitlement and requests, sick leave as well as public holidays.   A workflow approval process is in situ which can be defaulted and customized.

Approvers can approve or reject via the dashboard, directly from the scheduler or via the email notifications.  All requests are visibly transparent within the scheduler.

When setting up the extension, you have the ability to customize vacation day allowance, public holidays, email notifications as well as customizing the business calendar.

Check out the Extension Feature pages for Vacation Leave and Resource Requesting.

Report Generation

Reports are an illustrious graphical way of providing important feedback, pinpointing any obstructions or perhaps forecasting fundamental information along your project schedule.  There are several built in Templates to help you get started and create the data you need to export.

You have the ability to create reports from a perspective of scheduled versus actuals in terms of resource time and project financials.  You can also define by actual booking category.  For example: You can demonstrate how much resource time and calculate budget was spent at the Design stage of your project?

Select from report groups at Project, Resource, Client and Financial Reporting.  Indeed you have the ability to customize and save your own report templates.  Filter out what data you wish to see and create your own unique reporting template together with dynamic columns which allow for 40+ data columns.  You can share, save, export, print, download and even generate invoices from the reporting function.

For further information on Hub Planners Resource and Project Reports feature, check it out here.

Coming Up !  New Email Notifications

In this fast paced environment we need information quickly and efficiently right? Well, we’re going to help you on that with new email notifications that can be subscribed to on a resource level. The new notifications will allow team members to stay up to date with what they are being scheduled on from their inbox.

60 Day Free Trial

Play around, install all the Premium Extensions to get a real live feel of how it will work for you.  We also can offer a one on one call or video link to take you through Hub Planner and ensure that you are getting the best use out of the tool.

Try 60 Days Free
By |2018-10-31T12:05:39+00:00October 31st, 2018|News|0 Comments