Resource Flow | Features

Resource Requests and Approval Workflow

Request team members for projects with an integrated approval workflow directly from your schedule.

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A solution to help distribute the resources fairly among projects and not have people always booked

  • Simple request forms

  • Inline make a request directly in the scheduler.

  • Assign approvers for different team members.

  • Vacation Dashboard for Everyone

  • Ability to approve directly from emails

  • Edit requests

Hub Planner helps teams plan and request their resources more transparently in the work schedule.

Key Features of Hub Planner Reporting

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Manage all team requests

Manage all team requests in one easy to use dashboard.
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Simply make requests

Integrated resource requests directly in the scheduler.
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Avoid hogged resources

Avoid the same resource getting booked up with the request flow.
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Full approval flow

Set approvers for different team members to approve their requests.

 

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Built in notifications

Never miss a request with email and slack notifications built in.
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Multiple approvers

Set up multiple approvers for the same resource.

Want to learn more about resource management at Milient?

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

Approval flow for team requests

Default approvers can be set for groups of resources, which creates an immediate hierarchy in the flow. The approver is presented with multiple ways in which they can act on a request.

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Overview of all requests

The request table allows you to manage all of your teams requests including your own. You can quickly approve, reject, edit or delete a request as well as adding notes when approving or rejecting requests.

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Requesting resources in Hub Planner FQA

Where can a resource review their vacation?

Every resource has access to their own vacation dashboard. This dashboard provides an overview of their time off, including vacation taken, remaining days, upcoming time off, and a request table. It also features a quick access request function for ease of use.

Can I set a default vacation allowance?

Yes. Indeed, you can via settings > vacation & sick leave > default vacation days.

Enter the number of days for vacation. This can be overwritten on a resource level. There are a number of default settings here you can opt to customize.

 

Can I assign a custom vacation allowance per resource?

Yes – simply navigate to the resource modal and assign the required custom allowance.

 

Are there vacation reports available?

Absolutely. You have a folder of reports available to you as well as the Report Builder feature helping you to customize the reports you need. Reach out to Customer Support to help you build the reports you require.

Can I integrate our own HR software with Hub Planner?

Yes. Simply connect using an API. Details available via settings > integrations > API

Can I customize who approves which resource vacation?

Indeed you can. You can manage your list of approvers individually or using Smart Groups.

 

Are there notifications for vacation requests?
Yes. Ensure to activate notifications globally via settings. Subsequently, set your notification preferences via my profile.

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