A project can be created:
As a stand alone in PSOhub, i.e. without a CRM deal/opportunity
With a deal/opportunity from HubSpot, Salesforce or Dynamics 365.
In this article you will learn how to create a stand alone project in PSOhub, i.e. a project without a CRM deal/opportunity.
Create a Project in PSOhub
Choose from the menu Projects and click the button Create to create a project.
Now go ahead and complete the requested information. Use the table below to an explanation of the field names:
Enter a name for this project.
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.
Select the company related to this project.
Select the currency for this project. The list of currencies are based on your Currency Settings.
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.
By default, the top business unit in your organization structure will be selected. If you wish to change the business unit owning this project, you can select it from the drop-down list. The business unit will determine the users who can be assigned to this project.
This person will be selected from the list of users belonging to the business unit chosen in the previous field.
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>. )
Select the current project stage. By default, Active is set.
By default, PSOhub will have selected the option No. Tf this is an internal project, (to capture internal hours) change it to Yes.
By default, PSOhub will have selected the option No. If this is an service project, (to capture internal hours) change it to Yes.
Then, click Next to go to Step 2: Setup contract:
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.
Click Next to go to Step 3: Add team. Use the table below to an explanation of the field names.
Filter on Business Unit
Here, you can select the business unit where the users you want to assign belong to.
Select the users from the chosen business unit and click the Add to team button.
The selected users will be confirmed in this field.
Once you are done, click 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.
You can modify the information on the left hand side by clicking on the More button (contract tab) and selecting Edit.
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 heart 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)
Add links/files to your Project (optional)
The predictive analysis about your Project, can be recalled anytime in the dashboard
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!