Resource Flow | Features

Capacity Planning

Save time scrolling through entire teams and quickly narrow down your team by availability or utilization levels.
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Easily find out who is available on your team with the right skill set for the task.

  • Easy to use slider to match available hours

  • Filter down the team based on utilization percentage or available hours

  • Combine capacity levels with custom filters like locations or skills

  • Save capacity planning templates for quick access.

  • Create different time frames so you can see who is available now, next week, next month or quarter.

Capacity Planning helps you quickly find the right team member based on resource availability.
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Key Features of Hub Planner Reporting

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Instant availability insights

Find who’s available. Filter the schedule and return results based on the availability required.
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Team transparency

Maximize your team’s utilization and availability transparency. Quickly identify any gaps in the schedule, fill them new project work.
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Target date range

Select from pre formatted options or customize a date range for a real time view of resource availability or utilization rates in the schedule.
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Filter Teams by Utilization

Quick measure team performance. Anyone over scheduled this week? Do you have people that can be allocated more tasks?

 
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Built in templates

At the click of a button. Quick access pre-formatted templates to check for availability and utilization of the team.
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Seamless integration

Use the builder to combine with smart schedules, custom fields and smart groups for the ultimate smart scheduling experience.

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Julie Gobeil Averna

“Hub Planner is a great visual tool to easily plan your capacity and make quick decisions. The UI is extremely well-designed and easy to use. The search bar to filter your resource pool by skills is my all-time favorite.”

Julie Gobeil
Global Planning Manager at Averna

Who is available?

No more guessing games, a clear and precise overview of resources who are actually available for scheduling to project bookings.
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Combine capacity filters with locations and skills

Reduce bigger teams by combining the capacity planning filters with custom filters for location, skills and much more.
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G2 High Performer - Easy to use, great support, loved by growing teams
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Capacity Planning FQA

What is the Capacity Finder?

The Capacity Finder is a premium extension by Hub Planner. It helps to filter your team schedule based on their availability or utilization over a specified date range. Perfect for capacity planning and forecasting the schedule. You will find the capacity finder via the builder. Alternatively, by clicking the capacity finder icon within the scheduler itself. Let’s take you through some of the FAQ’s you might have about the capacity finder.
Why use the Capacity Finder?

Every resource has a capacity, everyone can be different too. Some resources work part time, full time or different days. When resource scheduling, Hub Planner will help with locating who’s available or showing you who’s at capacity or over scheduled. Using the capacity finder, Hub Planner will detect the resources based on the filters you have chosen.

 
Are there pre-defined capacity planning templates?

Yes, within the scheduler, navigate to the sidebar and then scroll to the Smart Schedules. A dropdown of pre-formatted templates will show you some capacity finder schedule templates. These are simple schedules that have smart filters applied to them.

Available Resources – will show active resources who have availability greater than 0 hours for this month.

Fully Booked Resources – will show active resources who’s availability is equal to zero hours for this month.

Over Utilized Resources – will show active resources who have utilization rate greater than 100% this month.

Under Utilized Resources – will show active resources who have utilization rate less than 100% this month.

 
How do I visualize my bench?

Visualizing your bench helps identify utilization gaps and allocate available time efficiently. By leveraging the capacity finder, underutilized resources can be assigned to internal tasks or new projects, optimizing overall productivity.
Why do I need a Capacity Finder in resource scheduling?

The Capacity Finder is essential for resource scheduling as it shows who’s available by considering each resource’s capacity, work schedule, and vacation time. This real-time data helps in effective capacity planning and resource allocation.
What are Capacity Planning Templates?

Are pre-designed schedules with various filters applied. Examples include templates for Available Resources, Fully Booked Resources, Over Utilized Resources, and Partially Utilized Resources, providing quick access to different scheduling needs.

 
Can I save and reuse filtered schedules?
Yes, you can save filtered schedules for future access. This allows you to create and save new resource and project groups based on applied filters, ensuring efficient resource management. You can also choose to save schedules internally or privately.
What reports can I generate using the Capacity Finder?
You can generate various reports such as Resource Utilization, Resource Utilization by Heat Map, Available Resources by Heat Map, Resource Availability, Scheduled Time, Reported Time, Who’s Available, and Who’s Overbooked.

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Get hands-on

Try out key features with our team guiding you step-by-step
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