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Create a project in PSOhub
Create a project in PSOhub

Learn how to create a project in PSOhub

Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Updated 27th December 2023

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 Projects and click the Create button to create a project.

Now go ahead and complete the requested information. Use the table below to an explanation of the field names:

Field

Description

Name

Enter a name for this 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.

Currency

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.

Business unit

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.

Project manager

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 <noreply@psohub.com>. )

Stage

Select the current project stage. By default, Active is set which means that the project is live, team members are notified that they have been assigned to the project and time and expense entries can be created.
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If you wish to set up the project before it starts, select the Proposal stage. No time or expense entries can be logged.

The Closed stage is used once the project has been closed out.
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Archived is for archiving the project and moving it from the main Projects view.

Internal Project

By default, PSOhub will have selected the option No. Tf this is an internal project, (to capture internal hours) change it to Yes.

Service Project

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.

Field

Description

Filter on Business Unit

Here, you can select the business unit where the users you want to assign belong to.

Resources

Select the users from the chosen business unit and click the Add to team button.

Project members

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 in the left-hand pane and clicking on the Edit button or in the Contract tab, click on the button with the three dots (...) and select Edit.

The right-hand pane will show and give you access to the different records related to this project; e.g. company, contacts, hours, expenses, invoices, etc.

The middle panel is the heart of your project. This is where you will:

  • Finalize your contract

  • Define your budget (optional)

  • Set up your task board and planning (optional)

  • Add links/files to your Project (optional)

  • View predictive analysis about your project.

Note: To create more space to view the middle pane, you can collapse the left and/or right panes by clicking the arrows, and expand the panes by clicking the arrow again.

If your project was created in the Proposal stage and you're ready to start the project, you can change the stage to active by clicking on the Active stage in the left-hand pane:

The following message will appear:

Click OK.

You will see your project marked with the stage Active.

One final remark 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. These activities will appear in the Activity tab.

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!

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