The general information of a project can be found on both the left and right panels of the project screen.
At the very top of the left panel you will find:
The logo of your customer (PSOhub will automatically search for it and display it here).
The name of your project.
The Project number automatically generated by PSOhub.
A series of Activities that you can leverage at the project level.
In the section just below you will find additional fields.
You can modify any information displayed here (via the Edit button at the bottom of the panel) with the exception of the field Total Project Value.
If you have created this project via a deal in HubSpot, you will find here the same name that you have given to the deal; you can modify or overwrite it if you want. If the project came from a contact or a company in HubSpot, PSOhub will include the contact/company's name in the project's name.
If you have created the project directly in PSOhub, you will find here the same name as the one specified when creating the project.
You can define here a project type. The purpose of a project type is to allow you to categorize further your project and filter on this parameter.
Out of the box PSOhub delivers a number of project types but you can modify them or create your own in the Project Settings.
You can enter here further details regarding this project.
By default PSOhub will display the date of the creation of the project; you can change it if you want it.
Expected end date:
You can specify here the expected end date for this project.
If you have created this project via a deal in HubSpot, you will find here the value of that deal. If you haven't, you won't find any value here but can specify one if you want to.
Due Days Invoice:
This field relates to the payment terms of your organization. It will be leveraged by PSOhub when generating an invoice and establishing the due date displayed on the invoice. By default PSOhub will display the value entered in the Organization Info settings; you can leave it as is or modify it should it be different for this project.
Invoice detail level:
You can set the level of detail of your invoices either to Summary or to Detailed.
Summary: PSOhub will generate an invoice with a summary page at the contract line level.
Detailed: PSOhub will generate an invoice with a summary page as well as an annex detailing the entries for each contract line. The annex will only be generated for T&M and Expenses contract lines since Fixed Fee contract lines do not take into consideration time entry but only the value specified in the Amount field.
Smart invoice status:
You can set the default status of the invoices generated from your smart contracts to Draft OR to Approved and Send in which case the invoice will be automatically approved and then sent directly to the customer. If you integrate with a financial back-end solution, the invoice will be booked automatically in your financial system as well as sent directly to the customer.
You can define here the language displayed on the invoices of this project.
If you have only one language defined in the Invoice Settings it will be automatically displayed in this field.
If you have defined two languages, the one marked as the default language will be automatically displayed in this field. You can change it by clicking the drop down arrow of the field will allow you to select the second language.
If you have integrated PSOhub with your financial software you will want to specify here the project's name or a contract reference that will then appear on the invoice.
If you are leveraging PSOhub to send your invoices directly to your client, you can also enter a specific name/description here that will be displayed on the invoice sent to your customer.
You will identify here the contact person to whom the invoices of this project will be sent.
The person identified here will see this project in his/her project dashboard as well as will 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 <firstname.lastname@example.org>. )
A project defined as internal will allow you to track time spent on non external project; e.g. internal meetings, R&D, business development etc.
You can change your project to an Internal project at any time until you start invoicing, as soon as you generate an invoice this option will no longer be available.
Total Project Value:
This is a calculated field and is not available for modification. It represents the total value of the Total Amount (excluding expenses) of your contract lines.
Save your modifications.
Once you have validated and/or modified this section hit Save.
In the right panel you will find the company name and contact(s) related to this project.
If you have created your project via a deal in HubSpot any contact identified at the deal level will also be created in PSOhub and displayed here. Furthermore any contact related to the company in HubSpot will also be created in PSOhub.
If you have created your project directly in PSOhub, you will find the company previously selected and will want to identify one or multiple contacts for this project.
At the bottom, you will be able to attach documents related to this project.
As for Hours, Expenses and Invoices these sections will be populated as the project unfolds.