Create a project with a Salesforce opportunity

Create a project in PSOhub and link this to a opportunity in Salesforce

Qismat Riaz avatar
Written by Qismat Riaz
Updated over a week ago

Once you have created your opportunity in Salesforce, you are ready to create a Project in PSOhub and link it to the opportunity.

Click on the entity 'Projects' and click 'Create'

A pop-up window will appear.

Click on the field 'Salesforce opportunities' a drop down menu will open, and it will display the list of all open opportunities created in Salesforce. You can type directly the name of the opportunity in the field Select the opportunity from the drop down menu.

  • Note: Only an opportunity which is linked to an Account will be displayed in PSOhub.

Once the opportunity is selected the name of the opportunity will be used as the name of the Project and it will be displayed in the field 'Name'.

  • Note: The Contact(s) and Accounts of this opportunity will automatically be synched to PSOhub. Contacts who are not linked to the opportunity in Salesforce, but are linked to the Account will be brought over to PSOhub. These can be found under the entity 'Contacts' and 'Company',

  • Name: By default, PSOhub has copied over the name of the opportunity here. You can can change it if you want to.

  • 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.

  • 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.

  • 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.

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 a detailed budget (optional)

  • Set up your task board and planning (optional)

  • Attach files directly into your Project

  • 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.

Note: The activity feed will automatically synchronized to the Opportunity in Sales Force. You can also access the Opportunity directly in the project by clicking the related link on the left hand panel of the project.

It will bring you to the opportunity where you will see the activity feed updated with the activities of the project in PSOhub.


Your next step now is to start booking time and expenses!

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