Configure PSOhub
Set up your organization, financial structure, and system settings to align PSOhub with your business.
Organization Setup
Business Units
Users & Access
- Create a User
- Create resource skillsets
- Create a resource stage
- How does a new user log into PSOhub
- Security access levels for Sales reps, Controller, Admin and Guest users
- Project Manager with access to financials including selling and cost rates
- Project Manager with access to financials including the selling rate but no cost rate
- Project Manager
- Team Member Plus
- Team Member
- Project Manager with no access to financial information
- Create a Guest User
- Guest User with access to Tasks Only
- Guest Account: My Tasks & Plans
- Modify a User (User management)
- Single Sign On (SSO) in PSOhub
- How to set up and manage Two-Factor Authentication
- Configure the Guest Portal
Financial Configuration
Roles and Billing Rates
Products and Pricelists
Project and Quote Configuration
Templates
- Create a Contract template (from PSOhub Settings)
- Contract templates and currencies
- Modify or delete a template
- Modify a Contract line in a template
- Delete a Contract line in a template
- Add contract group numbers
- Add a Contract line in a Contract template
- Modify or add a Contract group
- Create Plan templates
- Set up your Plan Templates with Durations
- Copy, Delete and Edit the name/description of a Plan template
- Create a Budget template