HUB Planner integration & automation experts

We can help you automate your business with HUB Planner and hundreds of other systems to improve efficiency and productivity.

HUB Planner consultants
HUB Planner

What you can automate with 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

HUB Planner is designed for agencies, consultancies, IT services firms, engineering companies, and any organisation that needs to schedule shared resources across multiple concurrent projects. It works well when utilisation tracking and capacity planning are critical to profitability.

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.

Works well with HUB Planner

Other tools we connect and automate alongside HUB Planner.

Get in touch

Ready to automate HUB Planner?

Tell us what you want HUB Planner to talk to and we’ll map out the build, the cost and the payback.

HUB Planner enquiry

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Transform your business with HUB Planner

Get in touch for a free consultation to see how we can automate your operations with HUB Planner.

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