Go to PSOhub
All Collections
Projects
Projects
Learn about projects, contracts, budget, team members and activities
22 articles in this collection
Written by
Julie Bennett,
Qismat Riaz,
and
Claudette Albers-Reid
Introduction to Projects
Learn about project management: how to create projects, define team and rates, tasks, and more.
Written by
Julie Bennett
Updated over a week ago
Companies in PSOhub
Learn how to create, edit and delete companies in PSOhub.
Written by
Qismat Riaz
Updated over a week ago
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 PSOhub project from a Dynamics 365 opportunity
Understand how to create a PSOhub project from a Dynamics opportunity
Written by
Claudette Albers-Reid
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 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 Service Project in PSOhub
Learn how to create a Service Project and track time on a HubSpot ticket
Written by
Claudette Albers-Reid
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 over a week ago
Workload Sheet : Create a detailed budget and plan resources
How to create a detailed budget based on hours and plan team members
Written by
Claudette Albers-Reid
Updated over a week ago
Recalculate the rate of hours not yet invoiced
How to recalculate hours spent but not yet invoiced
Written by
Claudette Albers-Reid
Updated over a week ago
Hourly budget & comparison with actual hours with the Workload Sheet
Understand how to create a detailed budget based on hours and learn where to compare actuals with the detailed budget
Written by
Claudette Albers-Reid
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
Send email from a project
Understand how you can send an email from your project
Written by
Julie Bennett
Updated over a week ago
Contacts and Companies
Contacts in PSOhub
Learn how to create, edit and delete contacts in PSOhub.
Written by
Qismat Riaz
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