Project Tracking
Learn about projects, contracts, budgets, team members and activities.
Projects
- Introduction to Projects
- What is a T&M contract line?
- Create a project in PSOhub
- What is a contract in a PSOhub project?
- What is a Fixed Fee contract line?
- What is an Expense contract line?
- What is an Internal Project?
- What is a Retainer contract line
- View the profitability of your projects
- Track non-billable hours
- Fixed fee installments
Create a Project in HubSpot, SalesForce, Dynamics 365 or Pipedrive
- Create a project from a deal in HubSpot
- Update a HubSpot deal value with the project value in PSOhub
- How to integrate PSOhub activity feed in HubSpot
- Create a project from a Salesforce opportunity
- Create a PSOhub project from a company in HubSpot
- Create a project in PSOhub by searching a HubSpot deal
- Create a PSOhub project from a contact in HubSpot
- Create a Service Project in PSOhub
- Create a PSOhub project from a Dynamics 365 opportunity
- Create a project from a Pipedrive deal
- Create a project in PSOhub from a HubSpot deal
Budget & Alerts
Completion Management & Revenue Recognition
Projects in Detail
- Understand the Activity feed of a project
- Mark (unmark) a project as Favourite
- How to modify Contract Line groups at project level
- 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
- Integrate PSOhub activity feeds in HubSpot
- How to modify contract lines at the project level?
- Send an email from a project
- Backup Project Managers in PSOhub
- Archive a project
- Using the SUM function on the Projects Export to Excel file
- Create custom quote and project numbers
- Team members and Rates in your project
- Client Portal - what is a Guest account?
- Tags in projects
- Recalculate the rate of hours not yet invoiced