Contracts

Learn all you need to know about Contracts

14 articles in this collection
Written by Julie Bennett

Introduction to Contracts

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

Written by Julie Bennett
Updated over a week ago

Create and modify a contract

Create a Contract from a Template

How to create a contract from a Template.

Written by Julie Bennett
Updated over a week ago

How to modify Contract Lines at the project level.

Learn how to modify, add or delete contract lines.

Written by Julie Bennett
Updated over a week ago

How to modify Contract Line Groups at the project level.

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

Written by Julie Bennett
Updated over a week ago

T&M

What is a T&M contract line?

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

Written by Julie Bennett
Updated over a week ago

Retainer contract line

Understand what a Retainer contract line is.

Written by Julie Bennett
Updated over a week ago

Alerts & budget overwrite for T&M

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

Written by Julie Bennett
Updated over a week ago

Monthly automatic billing for T&M

Learn about monthly automatic billing for your T&M contract lines.

Written by Julie Bennett
Updated over a week ago

Fixed Fees

What is a Fixed Fee contract line?

Learn what is fixed fee contract line.

Written by Julie Bennett
Updated over a week ago

Alerts and budget overwrite for Fixed Fees

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

Written by Julie Bennett
Updated over a week ago

Recurring fixed fees

Learn how you can set up your fixed fees as recurring.

Written by Julie Bennett
Updated over a week ago

Installments fixed fees

Learn how you can set up your fixed fees as installments.

Written by Julie Bennett
Updated over a week ago

Set up your Fixed Fee as 100% Used

Learn how you can set up your fixed fees to be invoiced once 100% used

Written by Julie Bennett
Updated over a week ago

Expenses

What is an Expense contract line?

Understand what an Expense contract line is.

Written by Julie Bennett
Updated over a week ago