Projects

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

Julie Bennett avatar Qismat Riaz avatar Claudette Albers-Reid avatar
22 articles in this collection
Written by Julie Bennett, Qismat Riaz, and Claudette Albers-Reid
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.
Julie Bennett avatar
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.
Julie Bennett avatar
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
Claudette Albers-Reid avatar
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
Claudette Albers-Reid avatar
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
Claudette Albers-Reid avatar
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.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

How to delete a project

Learn how to delete a project in PSOhub
Julie Bennett avatar
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.
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Understand the Activity Feed of a Project

Learn how the activity feed
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago

Send email from a project

Understand how you can send an email from your project
Julie Bennett avatar
Written by Julie Bennett
Updated over a week ago