HUB Planner consultants
We can help you automate your business with HUB Planner and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing HUB Planner.
About HUB Planner
HUB Planner is a resource scheduling and project planning platform built for agencies, consultancies, and professional services firms that manage multiple projects with shared teams. When your people are spread across several active projects and utilisation rates directly impact profitability, HUB Planner provides the visibility to see who is available, who is over-booked, and where capacity gaps exist.
The platform combines a visual scheduling board with timesheets, budget tracking, and utilisation reporting. Project managers can drag and drop resource assignments, set up recurring bookings, and view availability across the entire organisation in a single calendar. This is useful for businesses where resource conflicts and last-minute reassignments are common, making capacity planning a visual exercise rather than a spreadsheet problem.
Connecting HUB Planner to your project management, CRM, and financial tools through system integrations keeps resource data in sync with the rest of your operations. Osher Digital’s business automation services can build workflows that update resource bookings when project timelines change, sync timesheet data to invoicing, and alert managers when utilisation exceeds healthy thresholds.
If your organisation struggles with resource over-allocation, unnoticed bench time, or margin erosion from poor capacity planning, HUB Planner provides the data to fix these. Our AI consulting team can evaluate how it fits your workflow and build integrations connecting scheduling to your financial and PM systems.
HUB Planner FAQs
Frequently Asked Questions
Common questions about how HUB Planner consultants can help with integration and implementation
What types of businesses is HUB Planner designed for?
How does HUB Planner handle resource scheduling?
Does HUB Planner include timesheet functionality?
Can HUB Planner track project budgets?
Does HUB Planner provide utilisation reports?
Can HUB Planner integrate with our project management tools?
How it works
We work hand-in-hand with you to implement HUB Planner
As HUB Planner consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate HUB Planner with integrate and automate 800+ tools.
Step 1
Add Your Team Members and Skill Sets
Set up your resource pool in HUB Planner by adding team members with their roles, skill sets, availability hours, and any leave or unavailability periods. This creates the foundation for accurate scheduling.
Step 2
Create Projects and Set Budgets
Add your active projects with start and end dates, budget allocations in hours or currency, and any milestones. Link projects to clients so you can report on resource allocation by account.
Step 3
Schedule Resources to Projects
Use the visual scheduling board to drag and drop team members onto projects. Set booking percentages, durations, and recurring patterns. Watch for availability conflicts flagged by the system.
Step 4
Enable Timesheets for Actual Time Tracking
Activate timesheets so team members can log their actual hours against scheduled bookings. Configure approval workflows if your organisation requires manager sign-off on submitted time.
Step 5
Integrate With Your Financial and PM Tools
Connect HUB Planner to your project management, invoicing, and accounting platforms so timesheet data flows into billing and resource bookings stay aligned with project timelines.
Step 6
Review Utilisation and Capacity Reports Weekly
Check utilisation reports regularly to identify over-booked team members, unallocated capacity, and projects trending over budget. Use this data to rebalance workloads and improve resource planning accuracy over time.
Transform your business with HUB Planner
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation HUB Planner consultation.