Once you have created your PSOhub account, the first step you will want to complete is your organization's information and default settings.

On the menu bar, click the Gear icon.

The first four entities of the left hand side menu consist of the basic configuration of PSOhub and, as such, are identified in green. Once you have completed / reviewed them you can already start with the creation of your projects and time/expense entry.

When you click the Gear icon, you will automatically land on the Organization info page. This is where you want to be; now go ahead and complete the requested information.

Default settings

Further down the page, you will define the default values of your company.

Company currency / Date and number format

PSOhub will display the currency and date and number format you have selected when creating your account. It is not possible to change them once they have been chosen.

Utilization %:

This is the default value of "productive/billable" time a person should complete within your organization. Note that it can be overwritten at the User level. PSOhub will use this information in the Timesheet and Personal dashboard of each individual.

Days of holiday:

This is the default value of vacation time of a person in your organization. Note that it can be overwritten at the User level. PSOhub will use this information in the Personal dashboard of an each individual.

Delete example data:

PSOhub comes with example data of contact, company, projects and invoice for you to look at. It also comes with Roles and Rates as well as Templates and Planning Templates.

If you click on Delete example data,

  • The example data of contact, company, projects and invoice as well as any transaction posted towards this data (e.g. time booked) will be deleted.

  • The roles and rates not yet assigned to a user will be deleted.

  • However the Templates and Planning template will not be affected. If you wish to delete Templates and/or Planning Templates, you will need to do it manually.


Once you are done with completing the organization info and default settings simply click Save at the top right of your screen.

EXIT STEP
If you are in the process of setting up your organization in PSOhub, your next step will be to define/create your Roles and Rates for time entry.

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