What's Next for Hub Planner?
Below you can help shape the functionality of Hub Planner by suggesting your idea. We want to make sure we are listening to the users of Hub Planner and incorporating your Feedback within our Project Roadmap.
369 results found
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Intelligent bookings.
Intelligent booking. When booking for instance 200h:s between two dates, the booking should behave intelligently and spread out the 200h:s, but not overbook the resource if he/she is already booked on other work. So the behaviour should be "even out the load, but take current bookings in account and adjust so the resource is not overbooked".
An alternative way of implementing this is to have an option "don't allow overbooking" or "Use intelligent booking" that would make all scheduling of bookings take in account what's already planned on resources and adjust so the resource isn't allowed to be overbooked.
4 votes -
Rate card per client
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.
4 votes -
email invoices
Can you please allow for HUB Planner invoices to be emailed to an email address as designated by the user.
I waste so much time printing these off and processing them for our finance system. We use receipt management software which allows us to email invoices directly to it for processing (either as emails or pdfs attached to emails).
Other cloud software providers we work with are able to do this, it isn't hard so why haven't you implemented this yet?
4 votes -
When using vacation approval, a direct booking of vacation in scheduler should not be possible
When using vacation approval, a direct booking of vacation in scheduler should not be possible.
Currently, resources are able to directly book vacations in the scheduler even if they „should“ use the vacation approval.
4 votes -
Risk management function for projects
Implement the risk management for projects including:
- Risk name
- Risk category
- Risk likelihood and consequence
- Risk level (auto calculate using risk matrix)
- Log date and resolved date
- Mitigation actions.
4 votes -
Implement Project Report with Health indicators
At the moment, the Project Status can be used to indicate whether the project is active or not.
It would be good to have extra project health indicators by using simple traffic light system: red, amber, green.
Project report can include:
- Project health indicators
- Notes
- Risk level4 votes -
Client relationship management feature
Hubplanner can really compete on a larger scale if you add CRM feature, which is similar to Resources but for Clients.
Even though you have "Custom fields" that can be changed to Client Management, what will be useful for a lot of businesses is the ability to manage clients as they are the ones who pay money.
Some proposed features include:
- Address book A-Z
- Add, edit, delete clients: name, contact details, position, organisation/company and some custom fields
- For medium to large businesses, they deal with "organisations", which can have multiple individual clients (especially with consulting firms as…4 votes -
Timesheets - notes (keeping running notes through the day)
Currently when scheduled tasks are actioned we record time (and make a note against that time. As the day progresses, additional work may come in against that same category. It would be better if we could edit the existing time record and note with the additional work. At the moment, if we want to update the time and edit the note, all previous records are blank and the note has to be recreated in full.
4 votes -
Subscribe to external calendar & automatically book as event, e.g. "unavailable"
In a matrix structure where a single team member might work on multiple projects, it becomes quite troublesome to keep track of resource availability. Subscribing to each resource's calendar e.g., Google, shared iCloud Exchange or basically a source where my Hubplanner project's bookings are NOT synced with (to avoid circular references) would provide me with an accurate, always up-to-date availability overview and greatly facilitate resource assignment for scheduled bookings.
4 votes -
When subscribing to iCal, I would also like to see phases and milestones
.. as well as bookings. Is this easily done?
4 votes -
Ability to priorities projects based on value of end results
It would be great if there was a way of automatically attaching a priority to a project which could be displayed through reports. If this was based on sale price, volume and probability on final product it would greatly help priorities projects most valuable to the company.
4 votes -
Expenses Capture
If there is a method to attached a Purchase Order for billing and also ability to incorporate any expenses incurred chargeable back to the client.
4 votes -
meeting invite
Can it be possible for HubPlanner to send out meeting requests? (like outlook or google)
I know there is integration between Outlook currently but this only works with bookings. It would be great to be able to send out invites thru Hub so they appear in Outlook or Google (or vice versa if that function is easier)4 votes -
Status
I should have the possibility to personalize the color and description of the status
4 votesHi, You can now personalise the color of the booking category and you could always personalise the color of the status.
@Mikael – Can you please clarify what you mean exactly? We give you the ability to have the bookings turn the status of the Project. The booking colors handle the color of the actual booking. Can you maybe provide further insight. We just released the booking category coloring which maybe will help you. See here http://hubplanner.com/display-new-booking-category-color/
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Highlight Holidays clearly in grid
At the moment, it's very hard to differentiate between Events and Holidays in the grid and it's not easy to see at a glance what these are. Would it be possible to highlight or colour code a column for holiday instead of using the flags and hover method?
4 votes -
Ability to lock a booking so another admin can't adjust it
Some bookings really shouldn't be editable - they need to be locked.
4 votes -
Multi language
Is Hub Planner multi language and can it work with different localization settings? Also could one connect Hub Planner to online financial software packages?
4 votes -
Maximun hours input in Reportet Time/Timesheets
An error message appears (or it is blocked) if more than 24:00 is entered in the timesheet. This eliminates typing errors.
Even better, the maximum input can be defined in the settings. Our business rules says, that you cannot work and enter more than 14 hours per day.
3 votes -
Enable global filtering of custom fields
We have noticed that you cannot filter on all fields, in all views - in the application.
For example: We have a Project custom field which is "Project Manager" - with values of our PMs on our projects. We want this to easily filter on projects and bookings everywhere.
It works fine for us to use the filter in the Project view. But when we are using the Resource view and specifically View modes "Single rows (resource)" and "Single rows (project & resource)" the filter doesn't work. Nothing happens in the grid, but we are expecting to only see bookings…
3 votes -
See all the bookings in a list for a selected project
To be able to see the details of all bookings for a particular project and open them from the list
3 votes
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