Projects

Learn about projects, contracts, budget, team members and activities

16 articles in this collection
Written by Julie Bennett

Introduction to Projects

Learn about project management: how to create projects, define team and rates, tasks, and more.

Written by Julie Bennett
Updated this week

Project creation

Create a project directly in PSOhub

Learn how to create a project directly in PSOhub.

Written by Julie Bennett
Updated over a week ago

Create a project from a deal in HubSpot

Learn how to create a project from a deal in HubSpot.

Written by Julie Bennett
Updated over a week ago

Create a PSOhub project from a company in HubSpot.

Learn how to create a PSOhub project from a company in HubSpot.

Written by Julie Bennett
Updated over a week ago

Create a PSOhub project from a contact in HubSpot.

Learn how to create a PSOhub project from a contact in HubSpot.

Written by Julie Bennett
Updated over a week ago

What is an Internal Project?

Understand what internal projects are and how to create one.

Written by Julie Bennett
Updated over a week ago

Project in details

Information and parameters of a project

Learn what information and options you can define at the project level e,g, deal amount, smart invoice status, total project value, etc.

Written by Julie Bennett
Updated over a week ago

Team members and Rates in your project

Learn how to add, remove or set as inactive your project's team members as well as how to define their project rate.

Written by Julie Bennett
Updated this week

Guest account

Understand guest accounts and learn how you can invite your customers as guests to one or more projects.

Written by Julie Bennett
Updated this week

Hourly budget & comparison with actual hours with the Calculation Sheet.

Understand how to create a detailed budget based on hours and learn where to compare actuals with the detailed budget.

Written by Julie Bennett
Updated over a week ago

Project Type

Understand what is a Project Type and learn how to create, modify or delete a project type.

Written by Julie Bennett
Updated over a week ago

How to delete a project

Learn how to delete a project in PSOhub

Written by Julie Bennett
Updated over a week ago

Archive a project - when you can no longer delete it.

Understand what happens when you archive a project and learn how to archive a project.

Written by Julie Bennett
Updated over a week ago

Understand the Activity Feed of a Project

Learn how the activity feed

Written by Julie Bennett
Updated over a week ago

Other

Set up a Project tab as your default tab.

Learn how to set up a project tab as the default tab when you navigate to the project list.

Written by Julie Bennett
Updated over a week ago

Mark (unmark) a project as Favorite

Learn how to mark (or unmark) a project as Favorite and have it included (or excluded) in the Favorite Projects tab of the project list.

Written by Julie Bennett
Updated over a week ago