Hub Planner integratie

Add Clients to Project

Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.

Add project custom field choices

Add choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner projects.

Add Projects to Group

Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.

Add Project Tags

Tool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.

Add Resource Custom Field Choices

Tool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.

Add Resources to Project

Tool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.

Add Resources to Resource Group

Tool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.

Add Resource Tags

Tool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.

Create Billing Rate

Tool to create a new billing rate in Hub Planner. Use when you need to define a new billing rate with a specific name, currency, and rate amount.

Create Booking

Tool to create a new booking for a resource on a project in Hub Planner. Supports scheduled bookings, booking requests (WAITING_FOR_APPROVAL), and hourly bookings. Use when you need to allocate resources to projects with specific start/end dates and time commitments.

Create Booking Category

Tool to create a new booking category in Hub Planner. Use when you need to define a new category type for classifying bookings (e.g., "At Client", "Remote Work", "Training").

Create Client

Tool to create a new client in Hub Planner. Use when you need to add a new client organization to the system.