Replanning multiple team members’ work based on evolving project scopes or changing timelines, or simply needing to schedule multiple bookings from the get-go, is the reality for all resource planners. To enhance your workflow, the new multi-select feature allows you to handle multiple bookings simultaneously. It’s one of those features we’re welcoming with open arms.

Moving bookings around the scheduler

There are plenty of ways to manage booking, and now, with the addition of multi-select, it becomes even simpler. Here’s how Multi-Select fits into your workflow:

Drag and Drop

Need to adjust a project booking? Simply drag and drop to move a booking to another resource or along the timeline. You can also click the booking to extend or shorten its duration.

Multi-Select (New)

While drag and drop is powerful, Multi-Select enhances your workflow by allowing you to select and manipulate multiple bookings simultaneously. This feature lets you easily adjust multiple bookings horizontally or move a single booking up or down to another resource or project, adding convenience and flexibility.

Note on Permissions: Role permissions still apply, ensuring movements are restricted based on access rights to projects and resources.

Keyboard Shortcuts

Accelerate your booking management using keyboard shortcuts:

Select Bookings: Use Ctrl+Shift and click on Windows, or Command+Shift and click on Mac.

Duplicate Bookings: Use Ctrl+Shift and click ‘duplicate’ on the footer for Windows, or Command+Shift and click ‘duplicate’ on the footer for Mac.

Bulk-move

Within the scheduler you can bulk move projects and resources, right click on any booking, click More and select Bulk Move. The Bulk Move Bookings interface will appear, where you will proceed through the various featured options available to you.

Hub Planner Bulk Move

Want to learn more?

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Already a Hub Planner customer? Read more about Multi-Select in the knowledge base.

FAQ’s

  • The Multi-Select tool allows you to efficiently manage multiple bookings simultaneously, saving time and reducing errors. It’s particularly useful for quickly adapting schedules in response to changes in project timelines or resource availability.

Yes, the Multi-Select tool enables you to easily move bookings across different projects and resources. You can select multiple bookings and drag them to a new location on the timeline or to a different resource, all at once.

Yes, the application of the Multi-Select feature is governed by user permissions. Movements and adjustments using Multi-Select are restricted based on a user’s role rights and permissions, ensuring that only authorized changes are made to projects and resources.

For large-scale adjustments, it’s advisable to combine the use of Multi-Select with Bulk Move options. This approach allows you to handle extensive changes more systematically and ensures that adjustments are both efficient and aligned with project needs. Familiarizing yourself with keyboard shortcuts and planning your moves strategically can also enhance effectiveness.

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