In the fast-paced world of sales and project management, efficiency is paramount. Pipedrive, an innovative customer relationship management (CRM) software enables businesses to manage their sales pipelines and track deals. Now with the integration between PSOhub and Pipedrive, deals from Pipedrive can be seamlessly transitioned into actionable projects within PSOhub.
Please click on the interactive demo below on how to create a project from a Pipedrive deal and review the article below for more information.
In this article, we'll explore the process of creating a project in PSOhub based on an existing deal in your connected Pipedrive account
If your PSOhub account isn't yet connected to Pipedrive, review the Let's get started with Pipedrive and PSOhub! article for more information.
Create a project in PSOhub
In PSOhub, click on the Projects menu and select Projects.
In the Projects list, click on Create.
From there, a new window will appear:
Click on the CRM option to search for a Pipedrive deal to link the new project to.
From there, you'll need to type in the name of the deal in Pipedrive. And click on Search. This will then generate a list of all related deals on Pipedrive. Simply click on the deal from the list to link it to your new project.
The following pop up window will appear with three simple steps to follow:
The first step is the identification of the project: Refer to the table below for an explanation of the fields.
|
Field |
Description |
|
Name |
By default, the project name is the name of the deal but you can modify it if necessary. |
|
Type |
Project types will allow you to categorize further your project and to filter on this parameter. Out of the box PSOhub will provide you with 5 project types but you can create additional ones or modify the existing ones.
|
|
Currency |
The currency for this project will be automatically defined by the currency of the deal from HubSpot. |
|
Due days invoice |
PSOhub will display the default value entered in the Invoice Settings of your organization. You can leave it as is or overwrite it if different for this project. |
|
Business unit |
By default, the top business unit in your organization structure will be selected. If you wish to change the business unit owning this project, you can select it from the drop-down list.
If you have defined multiple business units and connected them to their respective financial software, you will want to select the business unit related to the financial software where the invoices should be sent. |
|
Project manager |
This person will be selected from the list of users with the access level of Project Manager, Controller or Admin.
The person identified here will see this project in his/her project dashboard. He/she will also be identified as the sender of the invoices of this project if there is no default value in the Invoice Settings (Sender will be displayed as follows: John Doe - Company A <noreply@psohub.com>. ) |
|
Stage |
Select the current project stage. By default, Active is set which means that the project is live, team members are notified that they have been assigned to the project and time and expense entries can be created.
The Closed stage is used once the project has been closed out. Archived is for archiving the project and moving it from the main Projects view. |
|
Internal Project |
By default, PSOhub will have selected the option No. If this is an internal project, (to capture internal hours) change it to Yes. |
|
Service Project |
By default, PSOhub will have selected the option No. If this is a service project, change it to Yes. |
Then, click Next to go to Step 2: Setup contract:
A contract will define your project's structure for budgeting, booking time and expenses as well as invoicing. Contract templates are pre-defined contract structures. Out of the box, PSOhub comes with a number of contract templates that you can choose from or modify but you can also create your own. Select the contract template for this project.
Click Next to go to Step 3: Add team.
If you already know who will be the team members of this project, you can add them now.
Refer to the table below for an explanation of the fields.
|
Field |
Description |
|
Filter on Business Unit |
Here, you can select the business unit where the users you want to assign belong to. By default, the business unit related to the project will be displayed, but you can change this if your resources belong to another business unit. |
|
Resources |
Select the users from the chosen business unit and click the Add to team button. |
|
Project members |
The selected users will be displayed with their default role and rate. You can change the role/rate be clicking on the user. |
Once you are done, click Create.
You are now in your project!
You will notice that PSOhub has automatically generated a project number as well as brought over from the HubSpot deal the following information: Name, description, currency and deal amount.
The left pane is where you will find the general information and parameters of your project. You will also find a link that will bring you back directly to the deal at the bottom of the panel:
You can modify the information in the left panel by clicking on the Edit button at the bottom of the pane or in the Contract area, via the ellipsis button (three dots):
The middle pane is the heart of your project. This is where you will:
-
Define your contract (via a template)
-
Define your budget (optional)
-
Identify your project's team and rates
-
Import stakeholders to be used as additional contacts and/or invoice contacts
-
Set up your task board and planning (optional)
-
View the activity feed of your project (alerts, budget changes, etc)
-
Attach files directly into your project
-
Review the progress of your project based on key performance indicators.
You will notice in the right-hand pane that the company as well as the contacts of the deal have followed into PSOhub. Note, that PSOhub will also bring over all the contacts in HubSpot related to that company.
This section will also show you and give you access to the different records related to this project; hours, expenses, invoices, etc. as the project unfolds.
The last step in the creation of your project is to set it up as Active (if you haven't already selected this stage when creating the project).
To change the status simply click Active:
Your project is now Active! You can go ahead with time and expense entry as well as invoicing your fixed fees.