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Create a plan in PSOhub from a HubSpot deal

Understand how you can promote a HubSpot deal to a project plan in PSOhub without a project.

You can promote a HubSpot deal to a plan in PSOhub at any given stage of your deal.

With plans, you can start with standalone plans that can later connect to projects. Plans are perfect for exploring multiple versions and ideas without any commitment. You can have conversations and brainstorm right within your plans! No more switching between tools or losing track of important discussions. Collaboration just got smoother. You can personalize your project workflow stages to match your team’s unique process. From initial brainstorming to final execution, you can set stages that exactly fit how you work best.

Once you are ready to promote your deal, scroll down to the PSOhub section of the right-hand pane of your deal and click Create plan.

A message that your plan was successfully created will appear and the PSOhub section will display a link to the plan in PSOhub.

Click the link.

  • If you are already logged in PSOhub, the link will bring you directly to the plan.

  • If not, the link will bring you to the login page of PSOhub, once logged in simply navigate to Plans where you will see it and will be able to click on it to open it.

Your plan is now created!

The top banner of the new plan provides information about this plan which can be modified. Click on the name of the plan or the detailed line below for more information:

The following Edit plan dialog box appears:

Field

Description

Name

Enter the name for this plan.

Note: The plan name must not contain the apostrophe character (').

Currency

The currency displayed is based on the HubSpot deal.

Plan stage

By default, created plan is set to Active. PSOhub settings initially only has an Active and Closed stage. In the Project settings, you can define custom stages that best suits your unique process.

Start

Select the start date for the plan.

ETA

The estimated completion date.

Project Manager

Select the project's owner responsible for this plan.

Click Save. PSOhub will update the plan details:

A plan can come from a plan template or you can create it from scratch using

task lists, tasks and check lists. We strongly recommend leveraging templates to save time building new plans for each deal.

On the left-hand side of the plan, you will see functionality for displaying different views, adding team members for assigning to tasks in the plan, create conversations between plan team members for brainstorming, providing statuses or raising questions, storing files, and filtering. For more information on the plan views, please refer to this article.