Hub Planner’s Latest Features Round Up

It’s that time of year when excitement is in the air, and this festive season brings more than just holiday cheer—it brings a round up of the array of Hub Planner’s latest features ! As we eagerly anticipate the festivities, Hub Planner has unwrapped a set of fresh releases this year, enriching the platform with enhanced capabilities.

No tinsel or jingle bells here, just the straightforward exploration of features designed to streamline your workflow and boost productivity. So, let’s cut to the chase and discover the notable additions and improvements that Hub Planner has in store for you.

New smart scheduling elements for resource management

Besides the look and feel of the scheduler, we also added some new functionality! Here is a brief synopsis of the new features and functions added to Hub Planner.

Capacity Planner

A new Capacity Planner – See who’s available? Use the new availability finder to locate resources based on the amount of hours, over the date range applied. Hub Planner will filter the results based on the availability required.

Utilization Filter

Filter Teams by Utilization – Quick measure team performance with the new utilization filter feature. Choose a rate and date range for Hub Planner to filter and return results of the team to show how well the team are doing. Anyone over scheduled this week? Have you any people that can be allocated more tasks?

Capacity Planning Templates

Hub Planner created a number of quick access pre-formatted templates to check for availability and utilization of the team.

Scheduler Builder

Build and customize your own schedule unique to your criteria applied – check out the Scheduler Builder.

Edit Requests

New Edit Request Options for Vacation and Resource Requesting workflow.

Smart Schedule

Create and save a single schedule view based on teams and filters. Perfect for the snapshot go to schedule. Save your smart schedules for a one stop shop access to all your customized schedule templates in the sidebar.

New Booking Menu

Manage bookings and adjust schedules with the new simple and modern booking menu.

Search & Filter Bar

Enhanced Scheduler Filter & Search Bar – save time and improve collaboration, scheduling efficiency and organization.

Prevent Overbooking

We have added a new warning system to help prevent resource over allocation when you double book a resource member. This innovative addition empowers you to proactively prevent resource overallocation through a new scheduling conflict warning pop up.

New smart features for project management

Besides the look and feel of the scheduler, we also added some new functionality! Here is a brief synopsis of the new features and functions added to Hub Planner.

Project expenses

Track Project Expenses – Track project expenses with the new ‘Fixed Costs‘ feature. Create multiple cost categories to track planned v actual project expenses.

Dependencies

Now link project bookings with the new Dependencies feature. Simplify the way you track dependencies on project tasks, which will also save you time and help you organize your project flow in real time.

Deadlines

Manage project timelines with precision using Deadlines – a smart feature for project managers to maintain a high level of organiztion, keeping the project, tasks and people on track.

PM Notifications

New notifications to keep project managers in the loop of schedule changes and requests.

Bulk Upload

Enhanced the bulk upload options to include repeat options. Upload repeat project bookings in a flash automatically updating the project and resource schedule.

Mandatory Custom Fields

Now you can make a custom field mandatory. When creating a new project, resource or booking you can set to include a mandatory custom field. This way you are making sure all relevant data is captured. Especially when it comes to filtering the scheduler or reports by custom fields.

MFA

Have you installed MFA or SSO? Hub Planner is committed to securing your data and you should be too. Install MFA to further secure your project data.

Timesheets 2 Step Approval

Streamline time tracking: Activate the two-step timesheet approval process

Group Builder

New Project Group Builder. Build smart or manual projects groups defined by filters and custom fields.

Highlights – what’s your favorite?

As you can see Hub Planner’s latest features included many fresh updates. So which were our favorites? Let’s find out.

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Capacity finder

Capacity finder is a game changer. When you’re searching for resources you need on a project, how do you decide who should be scheduled? Say you have 100 people to sift through. Enter the capacity finder – a powerful tool that simplifies the process. Just toggle on the capacity finder, select options like ‘full availability’ and voila, your schedule instantly filters to only show resources with full availability. Go that one step further? Add some custom fields like skill sets and location to pinpoint the perfect resource for the job. Hands down our favorite extension! Check out all about the Capacity Finder right here.

TIP? – You combine the Capacity Finder with Custom Fields, Smart Schedules and Smart Groups and the powerful scheduling experience you have is unquestionably unrivalled.

Utilization – Show how well resources are being utilized showing scheduled time against their capacity.

Availability – Show resources with availability left from scheduled time against capacity.

Capacity planning templates

To start you off, we’ve created some basic pre formatted templates to get you going. This will help showcase what the capacity planning features can do. There are 4 templates so far:

Hub Planner’s new smart scheduler

We did a huge revamp of the scheduler, allowing for better organization of the schedule and efficient team management. Essentially, we want to empower users to excel in their roles. Additionally, we strive to ensure that the schedule is dynamic and captivating for the user.

The design has been revamped to enhance clarity and cleanliness, making navigation more user-friendly. In a software used daily, visual appeal is crucial. Behind the scenes, a technologically advanced stack powers the scheduler, resulting in a more robust and efficient scheduling experience. Users will notice a smoother and faster scheduling capability.

New group and schedule builder

Quickly generate resource teams, project groups and schedules. Use smart groups to dynamically and automatically generate and update groups.

New modern menu

Clear and icon driven, the scheduling booking menu will quickly allow you to allocate resources to projects, apply resource allocation time, assign a booking category.

Dependencies

A highly requested feature from our customers was to link project bookings. Now, illustrate the interconnections among project tasks. The scheduler will help you by displaying the bookings that must be completed before next ones can start. By monitoring the interdependencies of project bookings, you can make real-time decisions more effectively. Read more about Dependencies by Hub Planner here.

Identify risks

Optimize resource allocation

Identify the critical path

Avoid bottlenecks

Deadlines

Hub Planner’s Deadlines extension. Perfect for PM’s to maintain a high level of organization and keep on top of project timelines. Track and report on project deadlines in real time allowing PM’s to make data driven decisions. Deadlines also comes with customizable preferences and settings allowing each team and user to set their access levels and style. Want to know more about Deadlines in Hub Planner? 

Granular tracking of project bookings

Real-time Updates

Track & Report

Customizable preferences and settings

Want to know more about Hub Planner’s latest features?

Give smart scheduling a go?! Smart scheduling is open to both new and existing customers, do try out the new features and let us know what you think. New customers have an extensive and fully loaded 7 day free trial. Why not set up a call with one of our team for a 30 min one to one Intro Demonstration of Hub Planner. We’ll demonstrate the best to use Hub Planner’s latest features for your work flow and have you smart scheduling in no time.

Existing customers

For existing customers, all of Hub Planner’s latest features are open to you all. The new builder and the new scheduling booking menu will appear free of charge. Again. Feel free to trial out the new extensions for 7 days. Navigate to Settings -> Add/remove extensions and scroll to install. To activate the new menu, simply click the gear icon to open scheduler customization. From here, scroll till you locate the menu options. Choose from Classic and Smart.