Create your Project directly in PSOhub
Navigate to Projects and click the button Create Project.
Now go ahead and complete the requested information:
Name: Enter a name for this project.
Project 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.
This field is not mandatory, you can leave it blank should it not apply here.
Customer: Select the company related to this project.
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.
Project Manager: 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 <email@example.com>. )
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.
Contract template: A contract will define your project's structure for 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. Select the contract template for this project.
Once you are done hit Create.
Your project is now created!
The left panel is where you will find the general information and parameters of your project such as:
how detailed you want your invoices to be or if you want your smart invoices to be generated first as a draft or sent directly to the client.
where to define the project manager of this project so he/she can view it in the dashboards and project's list.
The Edit button, at the bottom of the panel, will allow you to modify the information defined here.
The right panel will show you and give you access to the different records related to this project; e.g. company, contacts, hours, documents, etc.
The middle panel is the hart of your project. This is where you will:
Finalize your contract
Define your budget (optional)
Identify your project's team and rates
Set up your task board and planning (optional)
Tip: If you want more space to view the middle panel you can collapse the right panel by clicking the right arrow at the top of the panel, and expand the panel again by clicking the arrow again. The same principle will apply if you want to collapse the left panel.
The last step in the creation of your project is to set it up as Active.
When a project is created it is automatically set to the stage Proposal.
This will prevent anyone from booking time and expenses towards the project (it will not be visible in the timesheet and expense entry screen) as well as invoicing, thus giving you time to finalize it.
To change the status simply click the down arrow of the field and select Active.
The two additional stages (Sent and Signed) are optional and are there should you want to track the information before the project is set up to Active. You can use them for reporting and filtering purposes.
Your project is now Active! You can go ahead with time and expense entry as well as invoicing your fixed fees.
One final note regarding the middle panel: as the project unfolds it will show activities relating to the project in a chronological order, with the latest activity at the top.
From now on any changes to your contract, budget and team members will be tracked in the Activity feed of your project.
Your next step now is to start booking time and expenses!