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Tips & Tricks
Get insight into the tips and tricks from our experts.
Help Center
Tips & Tricks
Reports
Now group reports together in sub folders for optimal organization
Permissions & Reports
How to create a Timesheet Report in the Report Builder?
How to make the ultimate resource report in Hub Planner?
What Resources are Available?
Resources
How to schedule a resource?
Set dynamic capacity for your team of resources
Simple how to edit a request
Approval workflow: How to assign an approver to a team using smart groups?
How to deal with “over scheduling” in Hub Planner?
Roles & Permission Settings Tips
Permissions & Reports
Legal Secretary User Access Permissions and Role Rights
How to Create a Timesheet Manager?
CTO access to view Tech Team Schedule and Projects
Permissions: How to give Project Manager’s access to Project Groups
Scheduler
The day counter
How to schedule a resource?
The undo button
How to deal with “over scheduling” in Hub Planner?
How to build a new smart schedule in Hub Planner?
Events
Heat Map Report on Events (Sick Leave / Vacation / Training etc)
How to Create a Resource Vacation Report?
Add, Edit or Remove Event Information
Create Public Holidays in Multiple Timezones using Events
Projects
How to schedule a resource?
Split project budgets to booking categories
Group Builder – how to create project groups and resource groups
Create & Assign 2 Booking Rates for 1 Resource/Project
How to Add A New Project to Hub Planner
Settings
Hub Planner API – FAQ
Ready to Subscribe to Hub Planner
Audit Log Trail FAQ / Knowledge Base
Basecamp & Hub Planner Integration FAQ’s
Bulk Upload Multiple Resources to Hub Planner
Create & Assign 2 Booking Rates for 1 Resource/Project
What are Booking Categories in Hub Planner?
What Resources are Available?
How to create a Sick Leave report for last year?
Bookings in the Scheduler Tips & Tricks
Hub Planner Account Settings FAQ’s
Use Booking Categories to Apply Red, Amber & Green (RAG) Status
Scheduler Customization Hints & Tips
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