Option to have custom fields show up on the scheduler selection context menu so one could easily choose custom field options to apply to the booking selection. Similar to the Booking Category selection option that already exists. This would allow us to customize the booking selection based on our custom fields.

It would be great to pull a list of all Milestones across projects. This would allow my team to look at all upcoming client meetings/events that we categorize under milestones.

Thank you!
Dmytro

It could be fantastic if there could be an option to notify a resource when he/she is assigned to a project. Similar when the resource is booked or a booking has changed. It could be a checkbox on/off functionality and the notification could be e-mail.

My team would like to include a whole cost for the external rate.
So instead of showing External Rate at 150$ per hour. It will be one lump sum of $2500.
When we outsource a portion of a project we are billed a lump sum, not an hourly rate, and in order to catch it up to the active budget, we need to enter the whole cost in to the project.

This would really help out!

Currently it is possible to view who has created/updated a booking and when. I would like to see similar functionality for a project, event and resource.

Hi- Our team would LOVE to see a way to save timesheet views week over week including typical projects AND booking categories. Right now we can do a work around to save a project view, however booking categories default. This used to be available in our previous time tracking system and saved a lot of time.

Dashboard is nice in theory, however you can't click anything to either add info or view further. Each item on the dashboard should be hot keyed for additional function.

Alongside the Zapier connector, create a Microsoft Flow connector.

It would be good if HubPlanner could automatically feed standard reporting tools like Tableau or Power BI

In the previous CRM we used we could "schedule" the automatic creation of reports. For example, on the 1st of the month run a specific report and email the results to desired people. It would be nice to have that.

The UI is cluttered with extensions that we haven't puchased, which makes it harder for users, and leads to confusions (for example, "what Timesheets tool should we use now?"). Simple UI is so important to usability that this should outlay any benefits that come from sell-through as a result of people demanding these features.

It would be great to have the scheduler that could display the Timesheet actual values with the scheduled hours. We have the bar and numbers on but would like to include the timesheet actuals.

clean up the User Interface. Remove redundant buttons and bars that clutter the screen, obscuring the scheduler and streamline the border widths and heights.

The bars and functions take up to much space, so that on a 1366 x 768 screen the actual scheduler data is less than 40% of the screen contents.

There is really no need for the month, weeknumber and day number to be 30px high if my projects are only 17px

I work for a global company and managing teams in different countries. We need to have Public Holidays specifically for each country and not all grouped together. At the moment it is showing I have so many public holidays (Hong Kong, Singapore and London)! Great as i dont need to work much now. ;0) Please make specific for each person in a company.

When selecting a Column to sort by, also have the ability to sort numerically

I would like to see rate cards based on client. Each client would have resources assigned to it. We could then set individual rate cards based on the client rate card. Then, all projects that are assigned that client would be already setup with the correct rate card. At the moment we have to setup each project individually which isn't workable for us as we have hundreds of projects.

One of the things that is stopping me from using hub planner is not having the ability to enable/enforce multi-factor authentication for my users. This is critical to properly secure access to our accounts.

Some common and easy to use configurations would be like Duo Security, Google Auth, etc.

Please add this capability!

Thanks!

This needs to be a quick overview on the dashboard, not require you to make a report.