Skills Matching

When you have a diverse set of skills amongst a big team, Hub Planner let’s you set up a skills matrix that. you can use to quickly find the right team members for the task.

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The simplest and quickest way to get to the people who can do the task and are available.

  • Easy drag and drop system to create custom skills

  • Integrates with capacity planning

  • Unlimited amount of options can be added

  • Combine skills with locations and other custom fields

  • Tag your team with skills

  • Self skill option for team members to fill out their own skills

  • Create a skills dedicated scheduler

Hub Planner helps teams with a diverse workforce to simply get to the right people quicker.

Key features for skills matching in Hub Planner

Resource mgmt

Define department level skills

Create department level skills so you can easily break down your company.

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Filter by skills

Quickly filter the scheduler or reports by team skills.

Timesheets

Team self skills assessment

Allow team member to check what skills are applicable for them

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Larger teams

perfect for large organizations with broad range of team skill sets.

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Save a skills template schedule

Create skill templates which can be clicked on at any time.

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Combine skills with capacity

Combine the skills filters with capacity filters on utilization and much more.

What our clients are saying.

 The TOIL feature integrates well into our workflow, allowing for crucial downtime after peak project periods.

“Intense projects and overtime are a regular part of our work, often driven by the fast-paced nature of our industry. Time off in lieu compensates for these demanding periods, and with Hub Planner adding the TOIL feature, this becomes seamlessly integrated with the rest of our resource management. It brings balance and boosts flexibility, helping us and our employees efficiently recharge after demanding periods.”

image 86Peter Scott, Managing Director @Cityscape

Real time filter scheduler by skills

Quickly filter down a large team by the skills, locations and title you are looking for.

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Match the right person to the right job

Based on your project requirements for the task, quickly match the task at hand to the right person no matter where they are located.

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Skills matching in Hub Planner FAQ

Skills matching in Hub Planner allows you to create a matrix of skills sets for your organisation and then tag those relevant skills against a team member. Once done this allows you to breakdown the data quicker and get to the right person for the job.

Skills matching works when you have Custom Fields and Smart Groups extensions installed. After adding skills as custom fields and assigning them to your resources, you can create a Smart Group with specific criteria to find the right people for the task. This feature also allows you to tag your team with various skills, combine them with locations and other custom fields, and easily locate the ideal person for any task. Additionally, you can use the search filter to find the people with the skills you are looking for.

Smart Groups are dynamic groups that you can create based on specific Project or Resource filters and criteria. These groups automatically update as the criteria change, making it easier to manage and find the right resources.

Navigate to the Scheduler > click Add New on the left side menu and choose “Add New Resource/Project Group”, then make sure to enable the smart function. Set the criteria you want to use, such as specific skills, locations, or other custom fields. Hub Planner will automatically include all resources or projects that meet these criteria in the group. 

Custom Fields are user-defined fields that you can add to Hub Planner to capture specific information about your resources and projects that are not included by default.

Custom Fields can be created and assigned to resources and projects. Once set up, you can use these fields to filter and sort information, ensuring you have all the data you need to manage your projects and team effectively.

There are no limits to the number of Custom Fields you can create, giving you the flexibility to capture all the information you need.

Explore more of Hub Planner

All the features you need to manage your resources and drive successful projects.

Resource mgmt

Resource Management

Streamline team scheduling and gain instant visibility into availability and utilization for efficient planning.

Timesheets

Timesheets

Measure the actual time reported via timesheets versus the forecasted time through the resource scheduler.

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Dashboards and reports

Grasp performance, project costs, profitability, and team utilization in a comprehensive overview.

Project mgmt

Project management

Manage project spend, change resource rates, internal costs, profitability, and project budgets.

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Capacity planning

Save time scrolling through entire teams and quickly narrow down your team by availability or utilization levels.

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Vacation & PTO

Handle team vacations and PTO with ease via the scheduler—request, allocate, and track leave with full reporting capabilities

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