With the 1.5 release, PSOhub is bringing Christmas early this year. It has been packed with great new and improved features. For details, please see the list below:
To view the webinar related to this release, click here.
Want to know how your company is performing overall without having the calculate all those hours yourself? There is a new dashboard in PSOhub : the Resources Dashboard, and that is exactly what it will do for you!
The Resources dashboard will display the totals for project/absence/holiday/internal hours and present each category per month as well as list who are your top 5 people when it comes to utilization and value.
Next to that, it will also provide you with an overview of hours booked for each week by the people that require hour booking. You can zoom in and even automate e-mail reminders for those who haven't completed their hours for a past week.
Add multiple team members at once
It is now possible to add multiple team members at once to a project. Simply click on the add multiple members, select which users you want to add and its done. The first role will be selected by default but can always be changed afterwards. Note that you can also select a role and bring everybody with that role at once.
Combined installments on the same invoice
If you have installments or recurring invoices on the same day and project and dont want to send out multiple invoices , you are in luck. We are now combining these into one invoice.
Historic data mode
It is now possible to enter historic data (time and expenses) for your projects that were already ongoing before you started working with PSOhub. You will find this new functionality under Historic Data in Settings.
This feature will allow you to book hours and expenses for all your users within PSOhub. When creating the entry you will be able to change the project rate and add hours in bulk (e.g. 50 hours). The time entries will be displayed as a 1 hour box in the timesheet Calendar of the related user in a yellow color.
If you need to credit an invoice, this is now possible, directly from the invoice list; simply open the invoice and click Create credit. PSOhub will generate automatically the credit note which you will be able to set as partial or complete.
Create a project from a contact or company in HubSpot
A much-requested functionality is now available. Creating a deal is no longer required to create a project from HubSpot into PSOhub. You can now create a project either directly from contact or directly from a company. In that same section, you will also find the list of the five latest projects related to the company or contact.
Note: we require that the contact has a company and vice versa.
Organization contract group numbers
The contract group numbers have been extended with the ability to add your own group numbers. The PSOhub defaults, 10 until 100 with steps of 10, remain however you can add more from the organization settings under Project Settings.
Note: PSOhub default contract groups will not be displayed under Project Settings; this area will only display the contract groups that you add.
Everybody loves retainers! That is why we have added this functionality to PSOhub.
In your contract lines, you can now create retainer lines , together with a schedule.
Note that the value in the Amount field must represent the total value of the retainer (i.e. one year of 5k monthly retainer would represent 60k).
Remember that you can always copy a project and the retainer schedule will follow.
Finally, want to know your current balance? Simply press create invoice, select the appropriate date range and the invoice line selection will show you!
Calculation sheet & Calculation Analysis
Within your project, you can now do a full calculation of your project's budget and compare with your actuals once the project is started.
In the Calculation Sheet:
Simply add the contract lines and team members with their roles and fill in the expected hours each month. Note that you can also leave the team member field blank and only select a role (for the rate). Once you are done, you can update your budget directly from the calculation sheet.
But we are not stopping there. We also provide you with a timeline view to get a quick overview of who is being planned in what month.
In the Calculation Analysis:
Once the project is running and users book hours, using the toggle in the top right, you can switch to analysis mode. This will give you an overview in hours but also in amount of calculated hours vs actuals by users. No need to worry if you haven't selected any users when creating your calculation lines, we will add them automatically when comparing budget to actuals.
If there is a risk for users or lines to exceed the calculation they will be colored in orange or red. You can also switch between hour analysis or amount analysis.
Google chrome plugin for time tracking
Shortly after the launch, a plugin for Google Chrome will be available for you to track hours directly in your browser. Simply login, select your project and start the timer.
You can also see all your timesheets of that week and modify them if required.
Mark holiday as public holiday
A holiday can now be marked as public holiday which will not be deducted from the remaining vacation days left of a user.
Set the size for your invoice logo
For your invoice logo, you can now switch between small / medium / large to better fit your invoice design.
Description field for invoice line
We have added a description to the invoice line where you can further specify each line if needed. By default, the description of the associated contract line is copied over.
Toggle between active/inactive users in your organization
In your user management, you can now switch between active and inactive users.