ceven

Hub Planner

Syncs resource availability and project timelines into your operational workflows, automates booking requests, and mirrors time entries into your billing system.

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Why use Ceven?

  1. AI native Hub Planner integration

    • Describe the outcome and Ceven picks the right Hub Planner calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Hub Planner data, across all 122 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Hub Planner access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Hub Planner, when, and on whose behalf.
    • The agent pauses and asks when Hub Planner is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Hub Planner.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Hub Planner action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Hub Planner, and when to use it.

Create project
Use this when you need to set up a new project with a budget and configuration options.
Create booking
Allocate a resource to a project. Use this for scheduled bookings or requests waiting for approval.
Create time entry
Log actual hours spent by a team member on a specific project for a given date.
Create resource
Add a new team member to the system and optionally send an invitation email.
Create milestone
Set a key project deadline or delivery date associated with a specific project.
Create vacation
Submit a time off request for a resource that enters the approval workflow.
Add resources to project
Associate one or more existing resources with a project by using the project ID.
Add project tags
Append new labels to a project to categorize it without removing existing tags.
Create client
Add a new client organization to the system for project association.
Create billing rate
Define a new rate with a specific name and currency for project costing.
Add resources to group
Organize resources into a specific resource group using the group ID.
Create holiday
Mark a company or public holiday on the calendar to block resource availability.
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 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 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 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 Cost Category
Tool to create a new project cost category in Hub Planner. Use when you need to add a new cost category for tracking project expenses.
Create Event
Tool to create a new event in Hub Planner. Use when you need to set up a new event with a specified name and optional code, color, and metadata.
Create Project Custom Field Template
Tool to create a new project custom field template in Hub Planner. Use when you need to define reusable custom field structures for projects with specific types like TEXT, SELECT, DATE, etc.
Create Project Group
Tool to create a new project group in Hub Planner. Use when you need to organize projects into groups for better management and categorization. Can create top level groups or subgroups (with parentGroupId, requires Sidebar Pro extension).
Create Project Tag
Tool to create a new project tag in Hub Planner. Use when you need to add a new tag that can be associated with projects for categorization and organization purposes.
Create Resource Custom Field Template
Tool to create a new resource custom field template in Hub Planner. Use when you need to add custom fields to resource profiles (e.g., department, skills, certifications).
Create Resource Tag
Tool to create a new resource tag in Hub Planner. Use when you need to add a new tag for categorizing or labeling resources.
Delete Billing Rate
Tool to delete a specific billing rate by ID in Hub Planner. Use when you need to permanently remove a billing rate.
Delete Booking
Tool to delete a specific booking by ID in Hub Planner. Use when you need to permanently remove a booking.
Delete Bookings
Tool to delete multiple bookings by IDs, resource ID, or project ID. Use when you need to remove bookings from Hub Planner based on specific criteria.
Delete Client
Tool to delete a specific client by ID in Hub Planner. Use when you need to permanently remove a client organization.

30 actions · scroll to see them all

Frequently asked questions

When you use the create booking action, you can specify the status as WAITING FOR APPROVAL. Ceven monitors the status of these bookings through periodic polls or event triggers. Once a manager approves the booking within the Hub Planner interface, the agent detects the state change and can trigger downstream actions, such as notifying the resource via Slack or updating the project status in your CRM. This ensures that no resource is officially committed to a project until the internal approval chain is complete, maintaining a clean source of truth for your capacity planning.
Yes. Ceven can use the add resource tags tool to categorize your team by skill set or certification. For example, you can set up a workflow that automatically tags a resource when they complete a training module in your LMS. When a new project requires a specific skill, the agent searches Hub Planner for resources with that tag and suggests the best fit based on their current booking load. This transforms your resource list from a simple directory into a dynamic skills matrix that updates in real time as your team grows.
Ceven utilizes the create billing rate tool which allows for the definition of specific currencies and amounts. The agent can manage different rates for different clients or project types. If your agency operates globally, you can build a workflow that selects the correct currency based on the client location stored in your CRM before pushing the rate to Hub Planner. This prevents manual entry errors and ensures that your project cost projections are accurate across different regions and currency zones.
Ceven uses the create holiday tool to mark dates as unavailable. Because Hub Planner handles these as calendar events, the agent can be programmed to check for regional holidays before suggesting a resource for a booking. For example, if you are booking a resource in London and another in New York, the agent checks the respective holiday calendars for both locations. If a conflict is found, the agent will alert the project manager and suggest an alternative date or resource to avoid scheduling conflicts.
Users should be aware that Hub Planner enforces strict rate limits on their API to ensure platform stability. If you are syncing thousands of time entries or updating hundreds of resources at once, Ceven implements an exponential backoff strategy to avoid 429 errors. However, very large bulk updates may still take longer to process than small changes. We recommend scheduling heavy synchronization tasks during off peak hours to ensure that your real time workflows remain responsive and do not hit the API ceiling during your busiest business hours.
Yes. The agent can use the create project group tool to organize your portfolio. You can set up a hierarchy where the agent creates a top level group for a specific year or department and then creates subgroups for individual accounts. This allows for better reporting and visibility. When a new project is created, the agent automatically adds it to the correct group based on the project metadata, ensuring that your Hub Planner workspace stays organized without manual filing.
When using the create resource action, you can set the sendInviteEmail parameter to true. This triggers Hub Planner to send an automated onboarding email to the new team member. Ceven can coordinate this with your HR onboarding workflow, so the moment a candidate is marked as hired in your recruiting tool, their Hub Planner profile is created and their invitation is sent. This ensures that new hires have access to their schedules and time sheets from their very first day on the job.
Absolutely. This is one of the most common uses for the integration. Ceven can be configured to pull all time entries for a specific project at the end of the month. The agent then aggregates these hours, multiplies them by the billing rate defined in Hub Planner, and pushes the line items into an invoicing tool like QuickBooks or Xero. This eliminates the need for manual time sheet exports and reduces the risk of漏 billing for hours worked by your global team.

Alternatives to Hub Planner

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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