How can I add a Project?
Note: the word "project(s)" may be different in your set up depending on which template your account owner has chosen.
You must have administrator rights to add users to your Hub Planner.
There are a number of ways to add a project.
Settings
- Login as an Admin
- Navigate to Settings
- Press the Manage Projects Option in left hand column
- Click the "Add new Project" button top right
Grid
- Login as an Admin
- Navigate to a Resource Grid
- From Grid Choose "Manage Projects"
- From Dropdown Choose "Add New Project"
Sidebar 1
- Login as an Admin
- Navigate to Grid
- From Sidebar Choose Resource Tab
- From Sidebar click on Arrow icon to the right of a project, a context menu will appear
- Choose Add Resource, and then add new resource from the flyout menu
Sidebar 2
- Login as an Admin
- Navigate to Grid
- From Sidebar Choose Project Tab
- From Sidebar choose "Add New"
- Choose "Add New Project"
Footer
- Login as an Admin
- Navigate to Grid
- From Footer click the + button located bottom left below the sidebar
- From the options choose to "Add new Project"