Project Management
Set up projects, manage contracts and budgets, and oversee project delivery from start to finish.
Projects
Understanding Projects
- What is a Contract in a PSOhub Project?
- T&M Contract Line: What It Is and How It Works in PSOhub
- Fixed Fee Contract Line: What Is It & How Does it Work in PSOhub?
- Expense Contract Lines: What They Are and How They Work in PSOhub
- What Is an Internal Project?
- Retainer Contract Line: What It Is and How It Works in PSOhub
- What Is a Product Contract Line in PSOhub?
- Fixed Fee Installments: How To Set Them Up in PSOhub
Creating Projects
Project Financials (Contracts & Budget)
- Retainer Balance and Credit Invoices: What They Are and How They Work in PSOhub
- How to Add Guests, Stakeholders & Contacts to Your PSOhub Project
- How to Add a Contract Line in PSOhub
- How to Delete a Contract Line Group in PSOhub
- How to Set A Budget For Your Contract Lines
- Project Budgeting: Understanding Budgets, Costs & Margins in PSOhub
- Project Budgeting: What Is the Budget Grid in PSOhub?
- How to Build a Detailed Budget by Role and Resource in PSOhub
- Project Alerts: How to Set Up Budget Alerts & Prevent Budget Overwrite in PSOhub
- Budget Template: How to Set Up Your Project Budget Faster
- How to Add or Modify a Contract Line Group at the Project Level
- How to Modify a Contract Line at the Project Level
- Team members and Rates in your project
- Recalculate Uninvoiced Hours: How to Update Rates & Recalculate Open Timesheets in PSOhub
Managing Projects
- Backup Project Managers in PSOhub
- Project Activities: How Does the Activity Feed of a PSOhub Project Work?
- How to Mark or Unmark a Project as Favorite
- Set up a Project tab as your default tab
- How to Delete a Project Set to Active
- Project Properties: Field Reference for PSOhub Projects
- How to Delete a Project at the Proposal Stage
- How to Assign Backup Project Managers in PSOhub
- How to Archive a Project in PSOhub
- Custom Quote and Project Numbers: How to Create Them in PSOhub
- How to Search for Projects Using Project Tags
- How to Track Non-Billable Hours in PSOhub
Project Monitoring & Reporting
- Project Profitability: How to View Estimated and Actual Profitability in PSOhub
- Revenue Recognition: How to Recognize Project Revenue in PSOhub
- Completion Management: How to Monitor Project Progress in PSOhub
- Completion Management: How to Track Project Progress by Task Effort
- Using the SUM function on the Projects Export to Excel file
CRM Integrations
- How to Create a Project from a Deal in HubSpot
- How to Create a Project in PSOhub by Searching a HubSpot Seal
- How to Create a PSOhub Project from a Company in HubSpot
- How to Create a PSOhub Project from a Contact in HubSpot
- How to Update a Deal Amount in HubSpot from a Project in PSOhub
- How to Integrate PSOhub Activity Feeds in HubSpot
- Integrate PSOhub activity feeds in HubSpot
- How to Create a Project from a Salesforce Opportunity
- How Create a PSOhub Project from a Dynamics 365 Opportunity
- How to Create a Project from a Pipedrive Deal
Multicurrencies
- Multicurrency Contracts: How to Set & View Contract Values
- Multicurrency Projects: How to Create a Project in a Different Currency
- Budget and Workload sheet with a different currency
- How to Create a Project from HubSpot Using a Different Currency in PSOhub
- View hours in a project with a different currency
- View expenses in a project with a different currency