Configure PSOhub
Set up your organization, financial structure, and system settings to align PSOhub with your business.
Organization Setup
Business Units
Users & Access
- How to Create a User in PSOhub
- Access Levels in PSOhub
- Create a User
- How to Create & Manage Resource Skillsets
- How to Create & Manage Resource Stages in PSOhub
- How Does a New User Log into PSOhub?
- Security access levels for Sales reps, Controller, Admin and Guest users
- Project Manager with Financials & Cost Rate Access Level & Permission
- Project Manager with Financials (No Cost Rate) Access Level & Permission
- Project Manager Access Levels: What Admins Need to Know
- Team Member Plus
- Team Member: Access Level and Permissions
- Project Manager with No Access to Financials: Permissions
- How to Create a Guest User in PSOhub
- Guest User with Access to Tasks Only in PSOhub
- Guest Account: My Tasks & Plans
- User Management: How to Edit User Settings in PSOhub
- Single Sign-On (SSO) in PSOhub: How to Sign in with Google or Microsoft
- Two-Factor Authentication: How to Set Up and Manage 2FA in PSOhub
- How to Configure the Guest Portal in PSOhub
Financial Configuration
- How to Create & Manage Expense Categories in PSOhub
- GL Accounts: What They Are and How They Work in PSOhub
- Multi-Currencies in PSOhub: What They Are and How They Work
- How to Create Currencies and Change Their Exchange Rate in PSOhub
- Custom invoice layout
- Tax Categories
- GL Accounts: How to Add and Manage Them in PSOhub
- Tax Categories: How to Create and Manage Them in PSOhub
Roles and Billing Rates
Products and Pricelists
- Products and Price Lists: Introduction to Products & Price Lists in PSOhub
- How to Create a Price List in PSOhub
- Product Category: How to Create & Manage Product Categories in PSOhub
- Create a Product and Link It to a Price List
- Import Products Into a Price List
- SAP Business One Products: How to Import Them into a PSOhub Price List
Project and Quote Configuration
Templates
- How to Create a Contract Template in PSOhub
- Contract Templates and Currencies in PSOhub
- How to Modify or Delete a Contract Template
- How to Modify a Contract Line in a Template
- How to Delete a Contract Line from a Template
- How to Add Custom Contract Group Numbers
- How to Add a Contract Line in a Contract Template
- How to Modify or Add a Contract Group in a Template
- How to Create a Plan Template in PSOhub
- How to Set Up Your Task Templates with Durations in PSOhub
- How to Edit the Name/Description of a Plan Template
- How to Create a Budget Template in PSOhub