Learn about projects, contracts, budget, team members and activities
By Julie and 3 others4 authors56 articles
Introduction to Projects
Create a project in PSOhub
What is a contract in a PSOhub project?
What is a T&M contract line?
What is a Fixed Fee contract line?
Fixed fee installments
What is a Retainer contract line
What is an Expense contract line?
What is an Internal Project?
View the profitability of your projects
Create a project from a deal in HubSpot
How to integrate PSOhub activity feed in HubSpot
Create a Service Project in PSOhub
Create a PSOhub project from a Dynamics 365 opportunity
Create a project with a Salesforce opportunity
Create a PSOhub project from a company in HubSpot.
Create a PSOhub project from a contact in HubSpot.
Project's property section
Delete a project set to Active
Create custom quote and project numbers
Team members and Rates in your project
Client Portal - what is a Guest account?
Tags in Projects
Integrate PSOhub activity feeds in HubSpot
Recalculate the rate of hours not yet invoiced
Understand the Activity Feed of a Project
How to modify Contract Lines at the project level?
Mark (unmark) a project as Favorite
Set up a Project tab as your default tab.
How to modify Contract Line groups at project level
How to delete a project
Send email from a project
Archive a project