
Overviews
How it works?
Connect your Hub Planner workspace
Link your Hub Planner account to CodeWords by providing your API credentials and workspace details. This connection enables secure access to your projects, resources, and scheduling data.
Set up project triggers
Configure triggers that activate when projects are created, updated, or completed in Hub Planner. Monitor changes to bookings, timesheets, or resource availability to keep your workflows synchronized.
Create automated bookings
Set up workflows that create resource bookings when events occur in other applications. Pull project requirements from CRM systems or task managers and schedule team members in Hub Planner.
Sync resource availability
Monitor resource capacity and availability across your organization. Trigger notifications when resources become over-allocated or when availability changes that might affect project schedules.
Update project details
Modify project information, timelines, and budgets based on changes in connected systems. Synchronize project status updates between Hub Planner and other project management tools automatically.
Track time entries
Capture timesheet submissions and approvals to trigger invoicing or payroll processes. Export time tracking data to accounting systems or generate reports when billing periods end.
Generate capacity reports
Extract resource utilization data and capacity metrics to create custom reports. Schedule regular reports on team availability, project progress, and resource allocation for stakeholders.
Manage team notifications
Send alerts to team members when they're assigned to new projects or when booking conflicts arise. Keep everyone informed about schedule changes and capacity adjustments through their preferred channels.

Configure
Build
Automated project intake
Create Hub Planner projects when opportunities close in your CRM or when requests are submitted through forms. Extract project details, estimated hours, and client information to set up resource bookings and timelines automatically.
“You can’t do this anywhere else.”



















































Your stack,
connected.

