PSOhub

Qismat Riaz

Julie Bennett

Claudette Albers-Reid

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

Projects

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

Introduction to Projects

Create a project in PSOhub

Understand what is a contract in PSOhub, how to create a contract from a template, contract lines, alerts, automatic invoicing and more.

What is a contract in a PSOhub project?

Understand what a T&M (time and Material) contract line is.

What is a T&M contract line?

What is a Fixed Fee contract line?

Understand what a Retainer contract line is.

What is a Retainer contract line

Understand what an Expense contract line is.

What is an Expense contract line?

Understand what internal projects are and how to create one.

What is an Internal Project?

Understand how profitable your project is

View the profitability of your projects

Projects 

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

Create a project from a deal in HubSpot

Learn how you can show PSOhub activity feeds in Hubspot

How to integrate PSOhub activity feed in HubSpot

Learn how to create a Service Project and track time on a HubSpot ticket

Create a Service Project in PSOhub

Understand how to create a PSOhub project from a Dynamics opportunity

Create a PSOhub project from a Dynamics 365 opportunity

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

Create a project with a Salesforce opportunity

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

Create a PSOhub project from a company in HubSpot.

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

Create a PSOhub project from a contact in HubSpot.

Create a project from HubSpot, Sales Force or Dynamics 365

How to add a workload sheet template to a quote?

Add a workload sheet template to a quote

How to create a detailed budget based on hours and plan team members

Workload Sheet : Create a detailed budget from a blank canvas and plan resources

How to add a workload sheet template to a new or existing project?

Add a workload sheet template to a project

Understand how to set up your fixed fee contract lines with alerts and option to prevent budget overwrite.

Alerts and budget overwrite for Fixed Fees

Understand how to set up your T&M contract lines with alerts and option to prevent budget overwrite

Alerts & budget overwrite for T&M

Budget & Alerts

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

Information and parameters of a project

Learn how to delete a project that is already set to active.

Delete a project set to Active

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

Team members and Rates in your project

Understand the client portal in PSOhub and learn how you can invite your customers as guests to one or more projects.

Client Portal - what is a Guest account?

How to use tags (or keywords) for projects

Tags in Projects

How to recalculate hours spent but not yet invoiced

Recalculate the rate of hours not yet invoiced

How to show PSOhub activity feeds in Hubspot

Integrate PSOhub activity feeds in HubSpot

Understand the Activity Feed of a Project

Learn how to modify, add or delete contract lines

How to modify Contract Lines at the project level?

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.

Mark (unmark) a project as Favorite

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

Set up a Project tab as your default tab.

Learn how to add, delete or modify a contract line group

How to modify Contract Line groups at project level

How to delete a project

Understand how you can send an email from your project

Send email from a project

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

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

Projects in details

Integration with Slack

Integrate your project with a Teams channel

Integrate with Microsoft Teams

Jarno Koopman

MarketPlace

Learn how to create, edit and delete contacts in PSOhub.

Contacts in PSOhub

Learn how to create, edit and delete companies in PSOhub.

Companies in PSOhub

Learn how and when contacts and companies from HubSpot are created.

HubSpot Contacts and Companies

Learn how and when contacts and companies from Salesforce are synchronized in PSOhub.

Salesforce Contacts and Companies

How to use tags (or keywords) for contacts

Tags in Contacts

How to use tags (or keywords) for companies

Tags in Companies

Contacts and Companies

Learn how you can import Project data in PSOhub

Import Project Data

Learn how to import hours for existing projects in PSOhub

Import Hours

Learn how to import expenses for existing projects

Import Expenses

Learn how you can enter historical data for projects already ongoing before you started working with PSOhub.

Historical data (for time and expenses)

Historical data

Understand how to create a project in PSOhub with a currency that is not the organization's base currency

Projects

Projects

Create a project from HubSpot, Sales Force or Dynamics 365

Budget & Alerts

Projects in details

MarketPlace

Contacts and Companies

Historical data

Project and multi-currencies