Project Management
Set up projects, manage contracts and budgets, and oversee project delivery from start to finish.
Projects
Understanding Projects
Creating Projects
Project Financials (Contracts & Budget)
- Create a detailed budget based on hours, roles and resources
- Create a detailed budget based on task effort
- Alerts and budget overwrite
- Leverage a budget template to create a detailed budget
- How to modify Contract Line groups at project level
- How to modify contract lines at the project level?
- Team members and Rates in your project
- How to Recalculate Uninvoiced Hours with a Fixed Amount in PSOhub
Managing Projects
- Understand the Activity feed of a project
- Mark (unmark) a project as Favourite
- Set up a Project tab as your default tab
- Delete a project set to Active
- Project's property section
- How to delete a project at Proposal stage
- Backup Project Managers in PSOhub
- Archive a project
- Create custom quote and project numbers
- Tags in projects
- Track non-billable hours
Project Monitoring & Reporting
CRM Integrations
- Create a project from a deal in HubSpot
- Create a project in PSOhub from a HubSpot deal
- Create a project in PSOhub by searching a HubSpot deal
- Create a PSOhub project from a company in HubSpot
- Create a PSOhub project from a contact in HubSpot
- Update a HubSpot deal value with the project value in PSOhub
- How to integrate PSOhub activity feed in HubSpot
- Integrate PSOhub activity feeds in HubSpot
- Create a project from a Salesforce opportunity
- Create a PSOhub project from a Dynamics 365 opportunity
- Create a project from a Pipedrive deal
Multicurrencies
- Working with a Contract using a different currency
- How to create a project in PSOhub using a different currency
- Budget and Workload sheet with a different currency
- How to create a project from HubSpot using a different currency
- View hours in a project with a different currency
- View expenses in a project with a different currency