Project field

Description

Name

If you have created this project via a HubSpot deal, you will find that the project will carry the same name as 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.
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If you have created the project directly in PSOhub, you will find here the same name as the one specified when creating the project.

Currency

If your project comes from a HubSpot deal, Salesforce or Dynamics opportunity, the currency of that deal/opportunity will carry across to PSOhub.

If you created the project directly in PSOhub, you can manually select the required currency. The currency first needs to be created in the Currency settings.

Type

Here, you can define a project type. A project type will allow you to categorize your project and filter on this parameter for reporting purposes.

PSOhub delivers a number of standard project types but you can modify them or create your own in the Project settings.

Description

You can enter here further details regarding this project.

Start Date

By default, PSOhub will display the creation date of the project; you can change it if necessary.

Expected end date

You can specify the expected end date for the project.

Deal Amount

If you have created this project via a HubSpot deal, you will find the value of that deal here. 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 Invoice 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 Detailed:

Invoice language

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.
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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.

This setting is only valid for invoices sent directly to the customer and with the standard invoice layout of PSOhub. It doesn't apply to invoices leveraging a PSOhub custom invoice template nor to invoices sent to your accounting software.

Smart invoice status

You can set the default status of the invoices generated from your smart contracts to Draft OR 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.

Reference

Depending on which financial software you have integrated with PSOhub, you may want to specify here the project's PO number or any reference number/code 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.

Invoice contact

You will identify here the contact person to whom the invoices of this project will be sent.

Project Manager

The person identified here will oversee the 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 <noreply@psohub.com>. )

Business unit

Here, you can select your organization's legal entity, department, team, divisions, etc who owns the project. Business units are defined in the organization settings.

Internal project

A project defined as internal will allow you to track time spent on non-external/billable projects; e.g. internal meetings, R&D, business development etc.
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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.