Projects

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

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

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 in PSOhub

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

Written by Qismat Riaz
Updated over a week ago

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