Hub Planner is a resource scheduling and project management platform that helps teams allocate resources, track time, and manage project capacity. It provides visual scheduling tools and reporting for optimized resource utilization.
The connector is listed in the integration directory. Example actions require a reviewed build and may need additional provider permissions or setup.
Hub Planner helps teams schedule resources, manage project capacity, and track time with visual planning tools and analytics.
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.
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.
Monitor team capacity and send notifications when utilization falls outside target ranges. Alert managers when resources are over-allocated, trigger hiring workflows when capacity is consistently maxed, or reassign work when team members have availability.
Sync time entries from Hub Planner to invoicing and accounting systems for seamless billing. Generate invoices when project milestones are reached, update budget tracking in real-time, and reconcile billable hours across platforms automatically.
Get started today
Describe what you need. Cody handles the build, the connections, and the deployment.