PSOhub OData Reference

This article provides the full field-level reference for all tables available in the PSOhub OData Feed. Use it to look up any table, understand what each field represents, and find how to use your PSOhub data effectively in Power BI, Excel, or other reporting tools.

OData Tables by PSOhub Module

Full OData Table & Field Reference

Addresss

This table contains all company addresses in your PSOhub environment. A company can have multiple addresses (e.g. invoice and physical addresses), and each address record is stored here with a reference to the related company.

Field Name	Description
ID	Unique identifier for the address record
Address	Street name and number for the company’s location
PostalCode	Postal or ZIP code for the address
Region	State, province, or region (optional or empty for some countries)
City	City where the address is located
Country	Country name of the address
Address2	Additional address details such as unit, floor, or suite (if used)
Address_Company	ID of the company this address is associated with
Company_DefaultAddress	ID of the company for which this address is marked as the default (e.g. invoice or primary address)

BudgetGridLines

This table stores the total budget values for each contract line in a project, including budgeted hours, cost estimates, and billable amounts. It also tracks variances between budgeted and used hours and links directly to the associated contract line.

Field Name	Description
ID	Unique identifier for this budget grid line
BudgettedHours	Total number of hours budgeted for the contract line
BudgetCostAmount	Internal cost value based on the budgeted hours (using user cost rates)
BudgetAmount	External value of the budgeted hours (using billing rates)
DeltaBudgetUsed	Difference between budgeted and used hours (can be negative)
BudgetGridLine_ContractGroupLine	ID of the contract line (group line) that this budget grid line belongs to

BudgetGridLineResources

This table holds the individual resource lines added to each contract line in the Budget Grid. These resources can be specific project members or project roles and define the number of hours, billable value (based on selling rate) and internal cost (based on cost rate).

Field Name	Description
ID	Unique identifier for this budget resource line
TotalHoursBudgetted	Total hours budgeted for this specific resource on the contract line
TotalHoursPlanned	Total hours planned (via resource planning)
TotalHoursRemaining	Remaining hours that have not yet been planned in resource planning
TotalCostAmount	Internal cost estimate for this resource (based on the user’s cost rate × budgeted hours)
TotalAmount	External value of the resource’s work (based on the billing rate × budgeted hours)
Description	Optional description field for the resource line
BudgetGridLineResource_ProjectMember	ID of the project member assigned to this line (used when a specific resource from the project is selected)
BudgetGridLineResource_BudgetGridLine	ID of the contract line (budget grid line) this resource is linked to
BudgetGridLineResource_ProjectRole_ForFiltering	ID of the project role linked to this line (used when budgeting has been done for a project role instead of a project member/resource)

BusinessUnits

This table contains all business units set up in your PSOhub environment. Business units help segment users, approvals, and financial data across departments or regions and can be structured in parent-child hierarchies.

Field Name	Description
ID	Unique identifier for the business unit
Name	The name of the business unit
ReadOnly	Indicates whether the business unit can be deleted or not
ObjectGUID	Internal global identifier used by PSOhub’s backend
NumberOfMembers	Total number of users assigned to this business unit
changedDate	The date and time when the business unit was last modified
createdDate	The date and time when the business unit was created
AdminApprovalHours	Indicates whether admin approval is required for submitted hours
PMApprovalHours	Indicates whether project manager approval is required for submitted hours
BusinessUnit_Organisation	ID of the PSOhub organization this business unit belongs to
BusinessUnit_SubBusinessUnit	ID of the parent business unit, if this is a child unit
BusinessUnit_Account_TeamLead	ID of the user assigned as team lead for this business unit
BusinessUnit_AccountingAuthorization	ID of the user or role responsible for accounting authorization

CalculationPeriods

This table defines the periods used for Resource Planning in PSOhub – monthly only. Each period represents a time segment over which planned hours, used hours and billable amounts are calculated.

Field Name	Description
ID	Unique identifier for the calculation period
Year	Calendar year for this calculation period
CurrentYear	Indicates whether this row represents the current year
JanTotalHours ↔ DecTotalHours	Total hours planned for each month
JanTotalAmount ↔ DecTotalAmount	Total value (in currency) planned for each month
TotalHours	Total hours planned across the full year
TotalAmount	Total value planned across the full year
JanUsedHours ↔ DecUsedHours	Hours actually used/booked per month
JanUsedAmount ↔ DecUsedAmount	Actual value based on hours used per month
TotalHoursUsed	Total hours actually used in the year
TotalAmountUsed	Total value of used hours across the full year
JanTotalAmountBase ↔ DecTotalAmountBase	Total planned amounts converted to base currency for each month
TotalAmountBase	Total planned value in base currency for the year
JanUsedAmountBase ↔ DecUsedAmountBase	Actual used amounts converted to base currency for each month
TotalAmountUsedBase	Total used value in base currency for the year
JanTasks ↔ DecTasks	Total number of tasks created in each month
TotalTasks	Total number of tasks across the full year
JanTasksOverdue – DecTasksOverdue	Number of tasks overdue in each month
JanTasksCompleted – DecTasksCompleted	Number of tasks marked as completed each month
Calculation	Foreign key linking to the associated calculation run or profile

Calculations

This table stores summarized data about resource planning for a specific year. It contains annual totals for hours and financials (both actual and remaining), and supports reporting and forecasting at the project level.

Field Name	Description
ID	Unique identifier for the calculation entry
TotalHours	Total number of hours calculated for the year
TotalAmount	Total billable amount calculated for the year (in project currency)
TotalAmountLeft	Remaining billable amount left to be invoiced or recognized
Currency	Currency code used for the calculation (e.g. €, $, etc.)
TotalHoursLeft	Remaining number of hours not yet consumed or tracked
ActiveYear	Year the Resource Planning calculation applies to
TotalAmountBase	Total amount in the base currency
TotalAmountLeftBase	Remaining amount left in the base currency
Project	ID of the project this calculation is linked to

CalculationSheetLineMembers

This table stores monthly hour and cost breakdowns per project member or project role on a calculation sheet line. It is primarily used in PSOhub’s resource planning module to analyze budgeted versus used time and financials for each team member or role.

Field Name	Description
ID	Unique identifier for the line item
TotalHours	Total budgeted hours for this project member or role
JanHours to DecHours	Monthly breakdown of budgeted hours (Jan–Dec)
JanAmount to DecAmount	Monthly breakdown of budgeted amounts in currency (Jan–Dec)
TotalAmount	Total budgeted amount for the year
Description	Optional description of the resource line
JanUsedHours to DecUsedHours	Monthly breakdown of hours actually used (Jan–Dec)
JanUsedAmount to DecUsedAmount	Monthly breakdown of actual used amounts (Jan–Dec)
TotalUsedHours	Total hours actually used for the year
TotalUsedAmount	Total amount actually used for the year
JanAmountBase to DecAmountBase	Monthly breakdown of budgeted amounts in base currency
TotalAmountBase	Total budgeted amount for the year in base currency
JanUsedAmountBase to DecUsedAmountBase	Monthly breakdown of used amounts in base currency
TotalUsedAmountBase	Total used amount for the year in base currency
CalculationSheetLine	ID of the calculation sheet line this member is part of
ProjectRole	ID of the project role if budgeted by role
Account	ID of the account (customer) this budget line relates to
CalculationSheetLineMember_ProjectMember	ID of the specific project member this line is assigned to

CalculationSheetLines

This table contains monthly and total forecasted values (hours and amounts) for individual project members or roles within a specific calculation sheet line. Each record represents the budgeted effort and cost per resource for a line item in the calculation sheet. It also tracks actual usage against these forecasts, as well as base currency conversions.

Field Name	Description
ID	Unique identifier for the calculation sheet line member
TotalHours	Total forecasted hours across all months
JanHours–DecHours	Forecasted hours per month
JanAmount–DecAmount	Forecasted monetary amount per month
TotalAmount	Total forecasted amount across all months
Description	Description or label for the line member
JanUsedHours–DecUsedHours	Actual used hours per month
JanUsedAmount–DecUsedAmount	Actual used amounts per month
TotalUsedHours	Total actual used hours
TotalUsedAmount	Total actual used amount
JanAmountBase–DecAmountBase	Forecasted amounts in base currency per month
TotalAmountBase	Total forecasted amount in base currency
JanUsedAmountBase–DecUsedAmountBase	Actual used amounts in base currency per month
TotalUsedAmountBase	Total actual used amount in base currency
CalculationSheetLine	ID of the calculation sheet line this record belongs to
ProjectRole	ID of the project role assigned to this member (if applicable)
Account	ID of the account (resource)
CalculationSheetLineMember_ProjectMember	ID of the project member assigned to this sheet line member

Comments

This table stores internal notes that are added to individual time entries in PSOhub. These comments provide context for changes, clarify logged hours, or record communication between team members related to time registration. Comments can be added directly when logging or editing time in the Timesheet Grid or other entry methods. Each comment is linked to a specific time entry and user.

Field Name	Description
ID	Unique identifier for the comment
Comment	The internal note or comment text added to a time entry
createdDate	The date and time when the comment was created
Comment_TimeSheet	ID of the time entry this comment is linked to
Comment_Account	ID of the user who created the comment

Companies

The Companies table holds records for all organizations in your PSOhub environment. These companies can be customers, vendors, or internal entities and are often linked to projects, contracts, and contacts. This table serves as the foundation for CRM-like company data within PSOhub and integrates with external systems like HubSpot.

Field Name	Description
ID	Unique identifier for the company
Name	Name of the company
TotalCompanyValue	Aggregated total value of all projects linked to the company
CompanyHubspotID	HubSpot ID for this company (used for syncing)
Company_DefaultAddress	Foreign key linking to the company’s default address in the Addresses table

CompletionProgresses

The CompletionProgresses table tracks updates to the completion percentage of individual contract lines in PSOhub’s Completion Management feature. This data reflects progress updates entered manually by users and is used to calculate actual progress for invoice triggers and project performance. Each record represents a historical snapshot of the completion status for a specific contract line at a given point in time.

Field Name	Description
ID	Unique identifier for the progress update
UpdateDate	Date and time when the progress update was made
UpdatedBy	Name of the user who entered the progress update
PercentageCompleted	Percentage of completion for the contract line at the time of the update
CompletionProgress_ContractGroupLine	ID of the contract line this completion update is linked to

Contacts

This table contains all company contacts in your PSOhub environment. These contacts are typically linked to companies and are used for communication, invoicing, and integration with external systems like Xero, QuickBooks, and Salesforce.

Field Name	Description
ID	Unique identifier for the contact
Fullname	Full name of the contact
FirstName	First name of the contact
LastName	Last name of the contact
Gender	Gender of the contact (if provided)
EMail	Email address of the contact
JobTitle	Job title of the contact
Phonenumber	Phone number of the contact
ExternalContactID	External ID from a connected system (e.g. CRM or ERP)
ContactID	Internal PSOhub contact identifier
DateOfBirth	Date of birth of the contact
ExternalCompanyID	External ID of the company this contact is associated with
Edit	Indicates if the contact can be edited (TRUE/FALSE)
CanEdit	Indicates if the contact can be edited by the current user (TRUE/FALSE)
OrgID	Internal organization ID
MoneyBirdId	ID used to link this contact to MoneyBird accounting system
QuickBooksId	ID used to link this contact to QuickBooks
ExactIdGUID	ID used to link this contact to Exact Online
XeroContactGUID	ID used to link this contact to Xero
BexioContactId	ID used to link this contact to Bexio
SalesforceId	ID used to link this contact to Salesforce
DynamicsId	ID used to link this contact to Microsoft Dynamics
Contact_Company	ID of the company this contact is associated with
Contact_Organisation	ID of the PSOhub organization this contact belongs to

ContractGroups

The ContractGroups table defines the primary budget groupings within a project contract in PSOhub, such as “Hours,” “Expenses,” or custom groups like “Design & Planning.” Each contract group serves as a container for one or more contract lines, helping structure budgets and reporting. This table also supports budget tracking and alerting by capturing threshold percentages and alert statuses for each group. Contract groups are numbered and named for easy reference and may be linked to a specific project engagement.

Field Name	Description
ID	Unique identifier for the contract group
Group	Name of the contract group (e.g. Hours, Expenses, Design & Planning)
ConcatenatedNumberName	Combination of group number and group name for display (e.g. “10
RecordGUID	Globally unique identifier for the contract group record
AlertPercentageOne	First threshold percentage for budget usage alerts
AlertPercentageTwo	Second threshold percentage for budget usage alerts
AlertPercentageOneReached	Boolean value indicating if first alert threshold has been triggered
AlertPercentageTwoReached	Boolean value indicating if second alert threshold has been triggered
FirstAlertSent	Boolean indicating if a notification has been sent for the first threshold
SecondAlertSent	Boolean indicating if a notification has been sent for the second threshold
PercentageUsedBudgetUsedAmount	Percentage of the budget used based on monetary amount
PercentageUsedBudgetUsedHours	Percentage of the budget used based on time effort (hours)
ContractGroup_OneEngagement	ID linking to the OneEngagement (i.e. the associated project)
SubTotalGroup_ContractGroup	ID for a subtotal grouping of related contract groups
ContractGroup_OrganizationGroupNumber	Organization-specific group number for sorting/structure
ContractGroup_ContractGroupNumber	Unique group number assigned within the contract for sequencing

ContractGroupTemplates

The ContractGroupTemplates table defines the individual contract groups that make up a contract template in PSOhub. Each contract group represents a categorized section within a contract template (such as Hours, Expenses, or Development), and groups together related contract lines for budgeting, planning, and reporting purposes. These groupings are used when setting up contract templates, which can later be applied to projects and quotes.

Field Name	Description
ID	Unique identifier for the contract group template
Group	The name of the contract group (e.g. Hours, Expenses, Development)
GroupNumberNameConcatenated	Display value combining group number and group name (e.g. “10 - Hours”)
ContractGroupTemplate_ContractTemplate	Foreign key linking this group to a specific contract template

ContractLines

Each ContractLine represents a specific scope of work, expense, or deliverable within a ContractGroup. This table defines the financial and planning details for the line, including type, budget, usage, invoicing, and profit tracking.

Field Name	Description
ID	Unique identifier for the contract line
Name	The name of the contract line (e.g. Design, Travel Expenses)
Description	Optional internal description of the contract line
ContractLineType	The billing type (e.g. Fixed_fee, Time_Materials, Expenses)
Amount	Agreed financial value of the line
Budget	Total budget assigned to the line
Alert	Status of whether budget alerts are enabled
AlertPercentageOne	First alert threshold percentage (e.g. 80)
TotalContractLineValue	Total value of the line across currencies
AmountUsed	Total value already used from this contract line
HoursBooked	Number of hours booked on this line
Active	Whether the contract line is active
AmountInvoiced	Amount already invoiced for this line
InvoiceMethod	How this line is invoiced (e.g. Manual, Recurring)
DeActivateOnBudgetOverwrite	Indicates if line deactivates when budget is overwritten
PercentageUsed	% of the contract line budget already used
DisplayName	Concatenated display name with contract line number and name
AlertPercentageTwo	Second alert threshold percentage (e.g. 90)
FirstAlertSent	Whether the first alert has been sent
SecondAlertSent	Whether the second alert has been sent
BudgetOverwriteAlertSent	Whether the overwrite alert has been sent
ExpenseNonBillable	Whether expenses on this line are non-billable
AmountBase	Amount in base currency
BudgetBase	Budget in base currency
TotalContractLineValueBase	Total contract line value in base currency
AmountUsedBase	Amount used in base currency
AmountInvoicedBase	Amount invoiced in base currency
HubSpotTicketID	Linked HubSpot ticket ID, if synced
EstimatedProfitAmount	Projected profit in default currency
EstimatedProfitAmountBase	Projected profit in base currency
EstimatedMarginPercentage	Projected profit margin (%)
ActualProfitAmount	Actual profit achieved
ActualProfitAmountBase	Actual profit in base currency
ActualMarginPercentage	Actual profit margin (%)
BudgetBasedOnCostRate	Budget based on internal cost rates
BudgetBasedOnCostRateBase	Base currency value of cost-based budget
UsedBasedOnCostRate	Used amount based on internal cost rates
UsedBasedOnCostRateBase	Base currency used value based on cost
PlannedHours	Total planned hours for this line
UsedHours	Hours already worked on this line
RemainingHours	Planned hours minus used hours
TagsSearch	Internal tags for filtering/searching lines
PercentageCompleted	Completion % (based on hours or tasks)
ToBeInvoiced	Remaining amount to be invoiced
ToBeInvoicedBase	Base currency value to be invoiced
ProfitAmount	Actual profit amount in local currency
ProfitAmountBase	Actual profit in base currency
RecognizedRevenue	Revenue recognized to date
RecognizedRevenueBase	Recognized revenue in base currency
Project	Linked project ID
RecurringInvoiceSchema	Recurring invoice schema, if applicable
ContractGroupLine_ContractGroup	Linked contract group this line belongs to
ContractGroupLine_TaxCategory	Linked tax category for invoicing
ContractGroupLine_GLAccount	Linked general ledger account
ContractGroupLine_TransactionClasses	Transaction classes for reporting
ContractGroupLine_TrackingCategory	Linked tracking category
BudgetGridLine_ContractGroupLine	Linked budget grid line

ContractLineTemplates

The ContractLineTemplates table defines individual contract lines within a contract template in PSOhub. Each line represents a specific service, deliverable, or expense — such as “Consultancy” or “Travel Expenses” — and is categorized under a contract group. These lines allow organizations to predefine budgeting, billing type (e.g., time & materials or fixed fee), and revenue recognition structures that can be reused across multiple projects.

Field Name	Description
ID	Unique identifier for the contract line template
Name	Name of the contract line (e.g., “Consultancy”, “Travel Expenses”)
Description	Optional description of the contract line
ContractLineType	Type of line item: Time_Materials, Fixed_fee, or Expenses
Amount	Default amount for this line (usually 0 in templates, filled in later)
Budget	Budgeted amount for the line
TotalContractLineValue	Total value for this line (may equal budget or amount, depending on context)
RevenueAccount	Revenue account associated with this line (if applicable)
Currency	Currency in which the contract line is defined (e.g., €, $, etc.)
NonBillableExpense	Indicates whether the expense is billable (FALSE = billable)
LineNumberNameConcantenated	Display value combining line number and name (e.g., “10.001 – Consultancy”)
FixedFeeExpense	TRUE if the line is both Fixed Fee and an expense (rare use case)
ContractLineTemplate_ContractGroupTemplate	Foreign key linking this line to a specific contract group template
ContractLineTemplate_ContractTemplate	Foreign key linking this line to the contract template
ContractLineTemplate_ContractLineNumber	Foreign key referencing the line number template
ContractLineTemplate_TaxCategory	Tax category used for this line (if applicable)

ContractTemplates

The ContractTemplates table defines reusable contract blueprints in PSOhub. These templates serve as the foundation for creating actual project contracts, enabling organizations to standardize contract structures across projects. Each contract template can include one or more contract groups and contract lines, and is used to streamline budgeting, quoting, and invoicing workflows.

Field Name	Description
ID	Unique identifier for the contract template
Name	Name of the contract template (e.g., “Default contract”, “SAAS Agreement”)
IsExample	Indicates whether this is an example template (TRUE = example)
ContractTemplateID	Alternate identifier; matches ID but may be used in different contexts
changedDate	Last date and time the template was modified
createdDate	Date and time the template was originally created
ContractTotal_ContractTemplate	Foreign key linking to total contract value info (if tracked separately)
ContractTemplate_Organisation	Foreign key linking the template to a specific organization
owner	ID of the user who owns or created the contract template
changedBy	ID of the user who last modified the template

ContractTotals

This table summarizes financial totals across all contract lines within a single engagement or contract template. It’s commonly used for reporting and analysis purposes, providing aggregate values such as total budget, amount used, amount invoiced, and recognized revenue.

Field Name	Description
ID	Unique identifier for the contract totals record
TotalBudget	Total budgeted amount across all contract lines
TotalAmount	Total contracted amount (i.e. total value of all lines)
TotalAmountUsed	Total amount of the contract that has been used
TotalAmountInvoiced	Total amount that has been invoiced so far
TotalCostAmount	Total cost associated with the contract lines
changedDate	Last modified date of the record
createdDate	Date the record was created
TotalBudgetBase	Total budget converted into base currency
TotalAmountBase	Total contracted amount in base currency
TotalAmountUsedBase	Used amount in base currency
TotalAmountInvoicedBase	Invoiced amount in base currency
TotalCostAmountBase	Total cost in base currency
TotalEstimatedProfitAmount	Estimated profit based on budget and cost
TotalEstimatedProfitAmountBase	Estimated profit in base currency
TotalEstimatedMarginPercentage	Estimated margin as a percentage
TotalActualProfitAmount	Actual profit calculated after usage/invoicing
TotalActualProfitAmountBase	Actual profit in base currency
TotalActualMarginPercentage	Actual margin as a percentage
TotalSalesBudgetAmount	Sales budget set for the contract
TotalBudgetBasedOnCostRate	Budget calculated using internal cost rates
TotalBudgetBasedOnCostRateBase	Cost rate-based budget in base currency
TotalUsedBasedOnCost	Used budget based on internal cost
TotalUsedBasedOnCostBase	Used cost in base currency
PercentageCompleted	Overall completion percentage for the contract
TotalPlannedHours	Total planned hours across all contract lines
TotalUsedHours	Total actual hours booked
TotalRemainingHours	Remaining hours not yet used
TotalBudgettedHours	Total number of hours budgeted
TotalDeltaBudgetUsed	Difference between budgeted and used hours
ToBeInvoiced	Total amount yet to be invoiced
ToBeInvoicedBase	To be invoiced amount in base currency
ProfitAmount	Final calculated profit
ProfitAmountBase	Final profit in base currency
RecognizedRevenue	Revenue that has been recognized
RecognizedRevenueBase	Recognized revenue in base currency
ContractTotal_OneEngagement	Linked engagement (project) ID
ContractTotal_ContractTemplate	Linked contract template ID
owner	User ID of the record owner
changedBy	User ID of the last person to change the record

Currencies

This table stores all available currencies configured within an organization, including their exchange rates and display settings. It supports multi-currency operations by linking each currency to its organization and base configuration.

Field Name	Description
ID	Unique identifier of the currency
ExchangeRate	The exchange rate relative to the base currency
Active	Indicates whether this currency is active
AddToChilds	If set to true, the currency applies to child organizations
BaseCurrency	True if this is the organization’s base currency
CurrencyDisplayName	The display name of the currency (e.g. Euro (EUR) €)
changedDate	Timestamp of the last update to the record
createdDate	Timestamp of when the record was created
MultiCurrency_Organisation	Links to the organization that uses this currency
MultiCurrency_Currencies_Base	Links to the base currency in a multi-currency setup
MultiCurrency_Currencies_Multi	Links to the foreign/multi currency in a multi-currency setup
owner	ID of the user who owns this record
changedBy	ID of the user who last modified this record

Events

The Events table stores scheduled items for users, including absences, holidays, and project-related time blocks. This data feeds the Absence Calendar and Resource Scheduler in PSOhub and is primarily used for tracking team availability and time allocation across projects.

Field Name	Description
ID	Unique identifier for the event record
EventId	Internal identifier of the event
ResourceId	ID of the user or resource the event is linked to
StartDate	Date and time the event starts
EndDate	Date and time the event ends
EventContext	Additional context or comments about the event (optional)
SendInviteToResource	Indicates if an invite was sent to the resource (TRUE or FALSE)
Title	Title or name of the event
EventType	Type of event (e.g. Holiday, Absence, Project)
WorkingHoursAbsent	Number of working hours considered absent for this event
EventInvite_Event	Linked ID if the event was created via an invite
Event_Account	ID of the account or organization the event is associated with
Event_Organisation	ID of the organization the resource belongs to
Event_OneEngagement	ID of the related One Engagement (if applicable)
Event_ContractGroupLine	ID of the related contract line (if applicable)
Event_Company	ID of the company related to the event (if applicable)
Event_ProjectRole	ID of the project role this event is linked to (if applicable)

ExpenseCategories

This table stores the list of expense categories used in PSOhub. These categories help classify expenses for reporting, invoicing, and budgeting purposes. They are typically set up by administrators and referenced during expense entry.

Field Name	Description
ID	Unique identifier for the expense category
OrderNumber	Determines the display order of categories
Category	Name of the expense category (e.g. Travel, Lodging)
ExpenseCategory_Organisation	Reference to the organisation this category belongs to

Expenses

This table stores individual expense records submitted by users in PSOhub. Each expense may be linked to a category, project, contract line, business unit, and company. It supports both billable and non-billable entries and includes base currency tracking for reporting and invoicing.

Field Name	Description
ID	Unique identifier for the expense entry
ExpenseDate	Date the expense occurred or was submitted
Description	Description of the expense (e.g. “Airfare – AMS to DXB”)
Amount	Total amount of the expense including VAT (in the user’s currency)
VAT	VAT percentage applied to the expense
VATAmount	Amount of VAT included in the total
Invoiced	Indicates whether the expense has been invoiced
AmountExcVAT	Amount of the expense excluding VAT (in the user’s currency)
HasAttachment	Indicates whether an attachment is uploaded (e.g. a receipt)
Currency	The currency code or symbol used for the expense (e.g. €, $, £)
createdDate	Date and time the expense record was created
TotalAmountBase	Total amount including VAT, converted to the organization’s base currency
VATAmountBase	VAT amount converted to the base currency
AmountExVATBase	Amount excluding VAT, converted to the base currency
Expense_ExpenseCategory	Link to the category the expense falls under (e.g. Travel, Meals)
Expense_ContractGroupLine	Link to the contract group line the expense is associated with
Expense_OneEngagement	Link to the engagement the expense belongs to
Expense_Account	Link to the user account that submitted the expense
Expense_Company	Link to the company the expense is associated with
Expense_Invoice	Link to the invoice this expense was billed on (if applicable)
Expense_BusinessUnit	Link to the business unit responsible for this expense

GLAccounts

This table stores General Ledger (GL) account mappings used to link PSOhub contract lines to specific GL accounts in external accounting systems such as Xero, QuickBooks, and Sage. These mappings allow for seamless financial data integration and accurate account-based tracking of revenue and expenses.

Field Name	Description
ID	Unique identifier for the GL account
GLName	Display name of the GL account in PSOhub
Description	Optional description of the account or its intended use
SageExternalID	External ID used when syncing to Sage
SageDefaultTaxID	Default tax ID used for this GL account when syncing to Sage
SageDefaultTaxPercentage	Default tax rate (percentage) used with this GL account in Sage
changedDate	Date and time the record was last modified
createdDate	Date and time the record was originally created
GLAccount_AccountingAuthorization	Link to the accounting integration authorization (e.g., Sage, QuickBooks)
GLAccount_Organisation	Link to the organization this GL account belongs to
owner	User who created the record
changedBy	User who last modified the record

InvoiceContractLines

This table stores individual contract lines that are included in a customer invoice. Each line reflects a billable item such as time & materials, fixed fees, expenses, or retainers, pulled from the project’s contract setup.

Field Name	Description
ID	Unique identifier for the invoice line
LineNumber	Display line number on the invoice
Name	Label or name of the invoice line
LineType	Type of contract line: Fixed_fee, Time_Materials, Retainer, Expenses
Amount	Total amount for this line (including any previously invoiced amounts)
Invoiced	Amount already invoiced for this line
ToBeInvoiced	Amount yet to be invoiced
NumberOfLines	Number of rows the line spans on the invoice (typically 1)
TaxPercentage	Tax rate applied to the line item
OriginalToBeInvoiced	Original amount to be invoiced before adjustments
Currency	Currency used for this invoice line
DateLabelDisplay	Whether the invoice line displays a date label
NameLabelDisplay	Whether the invoice line displays a name label
HoursLabelDisplay	Whether the invoice line displays hours worked
RateLabelDisplay	Whether the invoice line displays rate per hour
DescriptionLabelDisplay	Whether the invoice line includes a description label
PersonNameDisplay	Whether the person’s name is shown on the invoice line
Description	Description text displayed on the invoice line
RoleDisplay	Whether the user role is shown on the invoice line
FixedFeeExpense	TRUE if the line is a fixed fee expense (not time-based)
AmountBase	Total amount in the base (home) currency
InvoicedBase	Amount already invoiced in the base currency
ToBeInvoicedBase	Remaining amount to be invoiced in the base currency
InvoiceContractLine_Invoice	Link to the invoice this line is part of
InvoiceContractLine_ContractGroupLine	Link to the original contract line that generated this invoice line
InvoiceContractLine_InvoiceSchema	Link to the invoice schema (if applicable)

InvoiceLines

The InvoiceLines table contains the detailed line items associated with each invoice in PSOhub. These line items represent the specification sheet often included in Time & Materials (T&M) or hybrid invoices. Each row corresponds to a specific billed activity, such as a time entry or expense, and is always linked to a broader InvoiceContractLine.

Field Name	Description
ID	Unique identifier for the invoice line
Description	Description of the invoice line, often pulled from the original time entry or expense
Rate	Billing rate applied to the line
AmountOfHours	Number of hours or units associated with the line
TotalAmount	Total amount billed on this line (Rate × Hours/Units)
Date	Date associated with the billed entry (e.g., time entry date)
Currency	Currency in which the amount is billed (e.g., €, £)
TotalAmountBase	Total amount converted to your organization’s base currency
RateBase	Rate converted to your base currency
InvoiceLine_InvoiceContractLine	Reference to the related contract line in the InvoiceContractLines table
InvoiceLine_Account	Reference to the PSOhub account that generated the invoice line (usually the user)
InvoiceLine_ProjectRole	Reference to the project role associated with the work (if applicable)

Invoices

The Invoices table captures all invoice records in PSOhub, including summary and detailed invoices for both fixed fee and time-based billing. Each record includes metadata such as invoice number, dates, totals, VAT, currency, and associations to projects, companies, and contact persons. This table is essential for tracking all invoicing activity and syncing with external accounting systems like Xero or QuickBooks.

Field Name	Description
ID	Unique identifier for the invoice
Name	Internal name of the invoice
InvoiceNumber	Official invoice number (if assigned)
Reference	Optional reference field (e.g. PO number)
InvoiceDate	Date the invoice was issued
ExpirationDate	Due date for the invoice
TotalExVAT	Total amount excluding VAT
VATPercentage	VAT percentage applied
Total	Total invoice amount including VAT
Status	Status of the invoice (e.g. Draft, Sent, Approve, Paid)
DateFrom	Start of the period covered by the invoice
DateTo	End of the period covered by the invoice
Footer	Optional footer text included on the invoice PDF
DatePAID	Date the invoice was marked as paid
InvoiceDetailLevel	Invoice layout type: Summary or Detailed
IsCredit	Boolean flag indicating if the invoice is a credit note
AccountingExternalURL	External link to the invoice in the connected accounting software
ExternalInvoiceNumber	Invoice number assigned by external accounting system
XeroInvoiceID	Internal ID used for syncing with Xero
TotalExVATBase	Total amount excluding VAT, converted to base currency
TotalAmountIncVATBase	Total amount including VAT, converted to base currency
SentDate	Date the invoice was sent from PSOhub
Project	Reference to the project associated with the invoice
Company	Reference to the company the invoice is billed to
InvoiceSchema	Reference to the invoice template or layout schema
Invoice_Contact_Main	Contact person associated with the invoice

InvoiceTaxes

The InvoiceTaxes table stores tax subtotals for each invoice in PSOhub. It breaks down the VAT amounts applied per rate on an invoice, which is especially useful when multiple VAT rates are used on a single invoice. This table supports accounting compliance and detailed reporting for tax authorities or integrations with external systems.

Field Name	Description
ID	Unique identifier for the VAT record
VATPercentage	VAT rate (%) applied to the invoice items (e.g. 21 for 21%)
VATAmount	The monetary amount of VAT charged for this tax rate
TaxName	Name or label for the VAT type (e.g. “Tax”, “taks”)
VATAmountBase	VAT amount converted to the organization’s base currency
InvoiceTax_Invoice	Reference to the invoice this tax subtotal is associated with

KanbanLaness

The KanbanLanes table defines the visual workflow lanes used in PSOhub's Kanban view. These lanes represent different stages in your task lifecycle and are mapped to PSOhub status types. You can configure these lanes under Plan Settings > Kanban Lanes in your Organization settings.

Field Name	Description
ID	Unique identifier for the Kanban lane
Name	The label of the lane as shown in the Kanban view (e.g., "To do", "In progress")
Action	The internal status that this lane maps to (e.g., To_Do, Running, Done)
ObjectGUID	The unique identifier used internally to track this lane’s position or ID
KanbanLanes_Organisation	The organization ID this lane belongs to

Plans

The Plans table stores the core metadata for every plan in PSOhub, regardless of whether the plan is linked to a project, quote, or standalone. It includes task volume metrics, timeline indicators, and associations to organizational objects like templates, projects, and plan stages. This table is foundational when analyzing task distribution, project progress, or capacity planning across PSOhub.

Field Name	Description
ID	Unique identifier for the plan
Name	The name of the plan
GuestGUID	Guest access GUID for external sharing
PlanningGuestURL	Public URL to access the plan in guest mode
TotalTasks	Total number of tasks in the plan
TotalTasksCompleted	Number of completed tasks in the plan
TotalTasksOverdue	Number of tasks with due dates in the past and still incomplete
TaskboardStatus	Current status of the plan (e.g. Active, Archived)
NumberSelected	Number of selected (manually marked) tasks
DateFirstTask	Start date of the earliest task in the plan
DateLastTask	Due date of the latest task in the plan
TotalUnAssigned	Number of tasks that are not assigned to any user
ExternalDealID	Deal ID from an external source such as HubSpot
TaskBoard_TaskBoardTemplate	Linked Task Board Template used to structure the plan
TaskProgress_TaskBoardProgress	Linked progress indicator for this plan (e.g. milestone or completion status)
TaskBoard_OneEngagement	Link to the related project or quote this plan belongs to
TaskBoard_Organisation_NoProject	Link to the organization if this is a standalone/non-project plan
TaskBoard_PlanStage	Plan stage (e.g. Draft, In Progress, Completed), mapped to lifecycle statuses

PlanStages

The PlanStages table defines the stages a plan can be assigned to within PSOhub. Stages are typically used to track the lifecycle of a plan (e.g., Pre-trial, Active, Closed) and can be customized per organization. Each stage has a name, system identifier, and order for display or progression purposes.

Field Name	Description
ID	Unique system ID for the plan stage
StageName	The name of the stage as defined by the organization (e.g., "QUICK SETUP")
StageGUID	Globally unique identifier for the stage
Description	Optional description of the stage's purpose or use
OrderNumber	Display order of the stage (e.g., 1 = first, 2 = second)
PlanStage_Organisation	The organization ID this stage belongs to

ProjectMembers

The ProjectMembers table tracks users assigned to a project in PSOhub. Each entry represents a project team member, including internal users, their billing and cost rates, assigned project roles, and other attributes related to task alerts and visibility in invoices. These records form the basis for project participation, rate calculation, and team accountability within each project.

Field Name	Description
ID	Unique identifier for the project member
Active	Indicates whether the user is actively assigned to the project
SendAlert	Boolean flag to send alerts for overdue tasks assigned to this member
Rate	Billing rate of the project member in their local currency
RateBase	Billing rate converted to the base currency of the organization
ExternalRate	Optional external rate (e.g., subcontractor billing rate)
Currency	Currency code for the billing rate (e.g., €, $, £)
ProjectMemberGUID	Unique GUID for this project member record
CostRate	Internal cost rate for this resource
CostRateBase	Internal cost rate converted to base currency
Tags	Custom tags associated with the user for filtering or categorization
BackUpPM	Boolean flag indicating whether this user is a backup project manager
ProjectMember_OneEngagement	Linked Engagement (Project) ID this member is assigned to
ProjectMember_ProjectRole	Linked Project Role ID defining this user's responsibility in the project
ProjectMember_Account	Linked internal user account (system user ID)
ProjectMember_InvoiceContractLine_ForInvoiceDoc	Linked contract line ID for billing/invoicing purposes
ProjectMember_ProjectPlan	Linked Plan ID the user is participating in

ProjectRoles

This table defines the available roles that can be assigned to users within a project. Each role includes rate and cost rate information, supporting financial and time tracking accuracy.

Field Name	Description
ID	Unique identifier for the role configuration
Role	The name of the project role (e.g., Project Manager, Engineer)
Rate	The billable rate (usually per hour) associated with this role
CostRate	The internal cost rate used for profitability and margin analysis
RateBase	The base multiplier or currency factor for the rate (typically 0 = default)
CostRateBase	The base multiplier for the cost rate (typically 0 = default)
ProjectRole_Organisation	Links to the organisation that owns the role
ProjectRole_MultiCurrency	Links to the MultiCurrency table for international rate management

Projects

The Projects table stores the main project records in PSOhub. It serves as the foundation for contract tracking, project management, time logging, invoicing, and reporting. This table connects projects to organizations, users, contract templates, quotes, and OneEngagement model elements.

Field Name	Description
ID	Unique identifier for the project
ProjectName	Name of the project
Description	Free-text description or scope of the project
ProjectStage	Current stage of the project (e.g. Active, Proposal, Archived)
ProjectDate	Start date or creation date of the project
ExpectedEndDate	Estimated end date of the project
DealAmount	Amount associated with the originating quote/deal
TotalProjectValue	The financial value of the project (entered or calculated)
DueDaysInvoice	Number of days after invoice date before payment is due
InvoiceDetailLevel	Detail level for invoices: Summary or Detailed
Reference	Optional reference number or code
ProjectNumber	Auto-generated project number (e.g. PRO-2024-25)
SmartInvoiceStatus	Status of invoicing for the project (e.g. Draft, Finalized)
ClosedDate	Date the project was closed or archived
InternalProject	TRUE if the project is for internal use only
Planning	TRUE if the project includes a plan
Currency	Currency used for the project (€, $, £, etc.)
TotalProjectValueBase	Project value converted to base currency
IsQuote	TRUE if this record was generated from a quote
Tags	Tags used to categorize the project
IsExample	TRUE if the project is a demo/example
ExternalDealID	ID of the associated external deal (e.g., HubSpot deal)
Location	Location related to the project
Remark	Additional notes or comments
IsHubSpotServiceProject	TRUE if flagged as a HubSpot service project
HubspotCustomObjectID	Custom object ID in HubSpot (if linked)
ProjectManager	User ID of the assigned project manager
Customer	Linked company/contact acting as the customer
ProjectType	Category of project (e.g., Consultancy, SaaS)
ContractTotal_OneEngagement	Linked contract total for OneEngagement model
OneEngagement_Organisation	Organization assigned under OneEngagement
OneEngagement_MultiCurrency	Linked record for multi-currency conversion context
OneEngagement_BusinessUnit	Business unit responsible for the project
OneEngagement_ProjectStage	Custom stage in OneEngagement lifecycle
OneEngagement_ContractTemplate	Contract template used for this project (if any)
OneEngagement_Contact_MainContact	Primary contact person for this project

ProjectStages

The ProjectStages table defines the lifecycle stages a project can go through in PSOhub. These stages are managed in the Project Settings of your organization and typically include values such as Draft, Active, Closed, and Archived. Each stage has a default PSOhub behavior (e.g. "Closed" means no further time entries or changes are allowed). These stages help categorize and filter projects across the platform.

Field Name	Description
ID	Unique identifier for the project stage
StageName	Name of the project stage (e.g. Draft, Active, Closed, Archived)
OrderNumber	Determines the order in which stages appear in dropdowns or stage selectors
Description	Optional internal notes about the stage
ProjectStage_Organisation	The organization to which this stage configuration belongs

ProjectTypes

The ProjectTypes table contains the different types of projects that an organization can define in PSOhub. These types help categorize projects and are configured in the Project Settings module. Each entry in this table represents a project type assigned to an organization.

Field Name	Description
ID	Unique identifier of the project type
ProjectType	Name of the project type (e.g. Consultancy, Quote)
ProjectType_Organisation	Link to the organization this project type belongs to

ProjectWorkloads

The ProjectWorkloads table stores the calculated capacity and effort metrics for an organization’s entire portfolio of projects. It reflects the total available hours (capacity), planned or actual workload (hours and amounts), and what remains to be utilized. This data is especially useful for capacity planning and workload analysis across teams.

Field Name	Description
ID	Unique identifier for the project workload record
TotalAmount	Total monetary value of all planned work across projects
TotalHours	Total number of hours associated with planned work
TotalAmountLeft	Remaining budgeted amount still unallocated or unspent
Currency	Currency code used for the amount fields
TotalAmountString	Text representation of the total amount (e.g., "€10,000")
AnalysisMode	Boolean field indicating whether the workload is in analysis mode
AmountMode	Boolean field indicating whether financial values are used for workload calc.
TotalCapacityLeft	Remaining number of hours available in resource capacity
ShowTasks	Boolean indicating if task-level detail is shown
YearlyCapacity	Total available hours in the year for the organization
TotalHoursLeft	Total hours that are still unallocated from capacity
changedDate	Last date this workload record was modified
createdDate	Date when the workload record was created
TotalAmountBase	Total amount converted into the organization's base currency
TotalAmountLeftBase	Remaining amount left, converted into base currency
ProjectWorkload_Organisation	Linked ID of the organization the workload belongs to

Quotes

The Quotes table contains all quotes created in PSOhub. Each quote represents a formal offer sent to a client for proposed services, often tied to a Deal in HubSpot or another CRM. This table includes quote metadata, financial values, deal associations, contract selections, and project creation settings.

Field Name	Description
ID	Unique identifier for the quote
QuoteDate	Date the quote was issued
QuoteExpirationDate	Date the quote is set to expire
QuoteNumber	System-generated number for the quote
Comments	General comments or notes added to the quote
QuoteFooter	Custom footer text that appears at the bottom of the quote PDF
AddTeamAndRates	Indicates if team members and hourly rates were added
AddTaskBoard	TRUE if a Task Board was included in the quote
AddGanttChart	TRUE if a Gantt chart was included in the quote
AddWLOverview	TRUE if Workload Overview was included in the quote
AddWLDetail	TRUE if Workload Detail view was included in the quote
AddFiles	TRUE if files were attached to the quote
QuoteStage	Current stage of the quote (e.g., Draft, Signed, Expired, Declined)
QuoteDLID	Unique identifier used in the quote's deep link
IsSigned	Whether the quote has been signed
DeepLink	Link to view or sign the quote externally
WLTotalHours	Total estimated hours from workload planning
WLTotalAmount	Total estimated amount from workload planning
CopyQuoteStatusChange	TRUE if the quote was duplicated due to a status change
NumberOfTimesCopied	Count of how many times the quote was copied
OriginalQuoteNumber	Quote number of the original quote (if this is a copy)
TotalAmountEstimate	Total estimated amount including all sections
DisplayEstimate	TRUE if the estimate should be shown in the quote document
EngagementID	Internal identifier for the engagement linked to the quote
ProjectName	Name of the proposed project
Description	Description of the project in the quote
ProjectStage	Stage the resulting project will begin in (e.g., Draft, Active)
ProjectDate	Proposed start date for the project
ExpectedEndDate	Proposed end date for the project
DealAmountBase	Deal amount in the organization’s base currency
Amount	Deal amount in the quote's selected currency
TotalProjectValue	Total project value calculated in the quote
TotalProjectValueBase	Total project value in the base currency
DueDaysInvoice	Days after invoice date when payment is due
ExternalDealID	Deal ID from an external CRM (e.g., HubSpot)
NewActivity	TRUE if activity was created when generating the quote
InvoiceDetailLevel	Selected invoice layout (e.g., Summary, Detailed)
Reference	Internal reference code or label for tracking
ProjectNumber	System-generated number for the project created from the quote
SmartInvoiceStatus	Status for Smart Invoicing automation (if applicable)
ClosedDate	Date the quote was closed (won or lost)
InternalProject	TRUE if the quote is for internal purposes
Planning	TRUE if project planning section was used
PlanningStartDate	Start date of the planning phase
HubspotURL	Link to the associated HubSpot Deal
TotalProjectValueString	Formatted display of total project value (e.g., "€ 10,000.00")
IsExample	TRUE if this is a sample or test quote
Currency	Currency symbol used in the quote (e.g., €, CHF)
CurrencyCode	Currency code (e.g., EUR, USD)
ProjectGUID	Internal system ID for the proposed project
DateActive	Date the quote was activated
DisplayProjectNameNumber	Display format of project name and number combined
UseTaskBoardTemplate	TRUE if a task board template was used in the quote
CreatedFromCompanyContact	TRUE if the quote was created directly from a contact, not a deal
DeleteRelatedRecords	TRUE if deleting the quote should also delete linked records
CreateProjectTeamFromTaskBoard	TRUE if project team was created from task board roles
SalesforceExternalId	External ID if linked to a Salesforce opportunity
SalesforceURL	URL to the associated Salesforce deal/opportunity
DynamicsExternalId	External ID if linked to Microsoft Dynamics
DynamicsURL	URL to the associated Dynamics opportunity
FromImport	TRUE if the quote was imported via external file
WizardStep	The last completed step in the quote wizard
UseABasicContract	TRUE if a basic contract was used instead of a template
ContractSelectOrDefault	Indicates whether a default or custom contract was used
IsHubSpotServiceProject	TRUE if this is a HubSpot Service quote/project
DisplayAsBase	Flag for internal visibility in quote rendering
IsQuote	TRUE if the record is classified as a quote (vs template)
TeamsTeamID	Microsoft Teams Team ID for integration
AddMTeams	TRUE if MS Teams integration was enabled
AddTeamMembersToMTeams	TRUE if team members were added to MS Teams automatically
MTeamsChannelID	Microsoft Teams Channel ID
CreatedFromQuote	Quote ID from which this quote was cloned
CollaborationWebUrl	URL to external collaboration workspace (if integrated)
SelectDisplayTeamsName	Selected name for displaying in MS Teams
CollaborationDisplayName	Display name used in collaboration platforms
SendAlertsToCollaboration	TRUE if alerts should be sent to the collaboration tool
FocusOnTitle	System flag for visual emphasis on title field
SendDataChangesToCollaboration	TRUE if quote data changes sync with collaboration platform
UpdateDealValueWith	Field used to update deal value in CRM integration
changedDate	Timestamp when the quote was last modified
createdDate	Timestamp when the quote was originally created
Quote_Project	Foreign key linking to the related project
Quote_AccountSalesRep	Foreign key linking to the sales rep/contact account
ContractTotal_OneEngagement	Foreign key to the total contract record linked to the quote
Calculation_OneEngagement	Foreign key to the quote's calculation record
RecurringInvoiceSchema_Project_OData	Foreign key to recurring invoice setup (if applicable)
TaskBoard_OneEngagement	Foreign key to the associated task board (if present)
OneEngagement_ProjectType	Foreign key to the selected project type for this quote
OneEngagement_BusinessUnit	Foreign key to the selected business unit

Recurrings

The Recurrings table stores configuration data for recurring fixed-fee invoices in PSOhub. This table is used when automatic invoicing is enabled on a contract line, allowing PSOhub to generate invoices on a regular cadence—such as monthly or quarterly. It helps track the frequency, start/end dates, and next invoice date for each recurring schedule.

Field Name	Description
ID	Unique identifier for the recurring schedule
StartDate	The date the recurring schedule begins
EndDate	The date the recurring schedule ends
Frequency	How often the invoice recurs (e.g., Monthly, Quarterly)
NextRecurringDate	The next scheduled date for invoice generation
ContractGroupLine	ID of the associated contract group line for this recurring invoice
RecurringInvoiceSchema_Project_OData	Foreign key linking to the project associated with this recurring schedule

RetainersAndInstallments

This table contains all installment or retainer-based billing entries created from contract lines set to "Installments" or "Recurring fixed fee." Each row represents a single scheduled installment of a contract line.

Field Name	Description
ID	Unique identifier for the installment/retainer entry
DueDate	Scheduled date for the installment to be invoiced
PercentageToInvoice	Percentage of the contract line to be invoiced in this installment
Amount	Amount to be invoiced for this installment (in the quote/project currency)
Invoiced	Actual amount that has already been invoiced from this installment
Description	Optional description for the installment (shown on invoice if used)
Currency	Currency symbol used in the quote/project
Edit	Indicates if this row is editable in the UI (TRUE or FALSE)
AmountBase	Installment amount in the base currency of the organization
InvoicedBase	Amount invoiced from this installment in base currency
ContractGroupLine	Foreign key linking to the contract group line this installment is based on
Invoice	Foreign key linking to the actual invoice, if already generated
InstallmentAndRetainer_Project_OData	Foreign key linking to the associated project
InvoiceContractLine_InvoiceSchema	Foreign key linking to the invoice schema used for this contract line

SubTasks

The SubTasks table stores data for checklist items attached to tasks within a project plan in PSOhub. These checklist items help users break tasks into smaller, actionable steps and track their progress individually.

Field Name	Description
ID	Unique identifier for the checklist item
Description	Text content of the checklist item (what needs to be done)
Finished	Boolean indicating if the checklist item has been marked as completed
createdDate	Date and time the checklist item was created
SubTask_Task	Foreign key linking the checklist item to the specific task it belongs to

SubTotalGroups

The SubTotalGroups table summarizes financials and effort for each Contract Group in a project. It includes planned and actual values, used hours, margins, and revenue data. These subtotals help track profitability and progress at the group level across contract lines.

Field Name	Description
ID	Unique identifier for the subtotal group
SubTotalBudgetBase	Budgeted amount in base currency (system currency)
SubTotalBudget	Budgeted amount in the quote or project currency
SubTotalAmountBase	Total planned amount in base currency
SubTotalAmount	Total planned amount in quote/project currency
SubTotalUsedBase	Total amount of effort or cost used so far, in base currency
SubTotalUsed	Total amount of effort or cost used so far, in quote/project currency
SubTotalInvoicedBase	Total invoiced amount in base currency
SubTotalInvoiced	Total invoiced amount in quote/project currency
SubTotalEstimatedProfitAmount	Expected profit amount based on budget vs cost
SubTotalEstimatedProfitAmountBase	Same as above, in base currency
SubTotalEstimatedMarginPercentage	Expected margin as a percentage
SubTotalActualProfitAmount	Actual profit earned to date
SubTotalActualProfitAmountBase	Actual profit in base currency
SubTotalActualMarginPercentage	Actual margin based on used vs invoiced amounts
SubTotalBudgetBasedOnCostRate	Budgeted cost calculated using cost rates
SubTotalBudgetBasedOnCostRateBase	Same as above, in base currency
SubTotalUsedBasedOnCost	Actual cost incurred based on logged time or expenses
SubTotalUsedBasedOnCostBase	Same as above, in base currency
SubTotalSalesBudgetAmount	Sales budget (planned revenue amount)
SubTotalSalesBudgetAmountBase	Sales budget in base currency
SubTotalPlannedHours	Total number of hours planned
SubTotalUsedHours	Total number of hours logged or used
SubTotalRemainingHours	Remaining hours (Planned - Used)
SubTotalBudgettedHours	Total budgeted hours
SubTotalDeltaBudgetUsed	Difference between budget and used (in hours or currency depending on context)
PercentageCompleted	Progress percentage for this subtotal group
ToBeInvoiced	Amount yet to be invoiced (project currency)
ToBeInvoicedBase	Amount yet to be invoiced (base currency)
ProfitAmount	Calculated profit (revenue - cost)
ProfitAmountBase	Profit in base currency
RecognizedRevenue	Revenue recognized for accounting purposes
RecognizedRevenueBase	Recognized revenue in base currency
SubTotalGroup_ContractGroup	Foreign key linking this group to a Contract Group

TaskLists

The TaskLists table stores the phase-level structure of a plan in PSOhub. Each task list represents a group of tasks, usually tied to a specific phase, deliverable, or contract line. Task lists help organize projects into clear stages for planning, tracking, and reporting.

Field Name	Description
ID	Unique identifier for the task list
TaskListName	Name of the task list as it appears in the plan
Order	The position of the task list within the plan
IsSelected	TRUE if the task list is currently selected or active
createdDate	The date and time the task list was created
TaskList_TaskBoard	Internal reference linking the task list to a specific task board
TaskList_ContractGroupLine	Internal reference linking the task list to a contract line, if applicable

Tasks

The Tasks table stores all individual tasks created within PSOhub projects. Each task is part of a tasklist and includes key details such as title, status, priority, assigned users, and estimated effort. This table also captures milestones, dependencies, and links to roles or business units to support tracking and reporting across projects.

Field Name	Description
ID	Unique identifier for the task
Title	Name of the task
DueDate	The date the task is due
Priority	Priority level of the task (e.g. High, Medium, Low, None)
Status	Current status of the task (e.g. To_Do, In_Progress, Done)
OrderNumber	Order of the task within its tasklist
StartDate	The planned start date of the task
Progress	Numeric percentage representing task completion (0–100)
Duration	Number of working days between start and due date
AssignedToDescription	Name(s) of user(s) assigned to the task
IsMileStone	TRUE/FALSE indicating whether the task is marked as a milestone
TotalTimeBooked	Total number of hours booked on this task
IsRecurring	TRUE/FALSE indicating whether the task is recurring
createdDate	The date the task was created
EffortInHours	Estimated effort in hours for the task
Task_TaskList	Linked ID to the TaskList the task belongs to
Task_KanbanLanes	Linked ID to the Kanban column for visual board representation
Task_Task_Dependency	Linked ID if this task is dependent on another task
Task_ProjectRole	Linked ID to the project role associated with the task
Task_BusinessUnit	Linked ID to the business unit associated with the task

TaxCategories

Field Name	Description
ID	Unique identifier for the tax category
Percentage	Tax rate percentage (e.g. 21 for 21%)
Category	Type of tax, such as VAT
DisplayName	How the tax category appears in PSOhub (e.g. “VAT - 21%”)
TaxCode	Internal or external tax code if used for accounting system integration
TaxCategory_Organisation	Reference to the organization the tax category belongs to

TimeSheets

The TimeSheets table stores all logged time entries in PSOhub, including details such as duration, description, approval status, source, and billing amounts. Each entry is tied to a user, project, and optionally to a task, contract line, or invoice. This table is essential for time tracking, project costing, and invoicing workflows.

Field Name	Description
ID	Unique identifier for the timesheet entry
Description	Optional description or notes about the time entry
DateTimeFrom	Start date and time of the time entry
DateTimeTo	End date and time of the time entry
OtherItems	Additional metadata (reserved for internal system use)
Source	Origin of the entry (e.g. Outlook, Chrome Extension, Mobile)
NumberOfHours	Total hours recorded
TotalAmount	Total amount billed (based on hourly rate)
Invoiced	TRUE if the time has been invoiced
TimesheetRate	Hourly rate applied to the entry
Currency	Currency used for billing this time entry
PublicHoliday	TRUE if the entry falls on a public holiday
TotalAmountCostRate	Total internal cost for this time entry (based on cost rate)
CostRate	Cost rate per hour for the user/resource
TotalAmountBase	Billed amount converted to the organization’s base currency
TotalAmountCostRateBase	Internal cost in base currency
createdDate	Timestamp when the timesheet entry was created
ApprovedPM	TRUE if approved by the project manager
DateTimeApprovedPM	Date/time the entry was approved by the project manager
ApprovedByPM	ID of the user who approved the entry as project manager
ApprovedAdmin	TRUE if approved by an admin
DateTimeApprovedAdmin	Date/time the entry was approved by the admin
ApprovedByAdmin	ID of the user who approved the entry as admin
RejectReasonAdmin	Admin's reason for rejecting the entry
RejectReasonPM	Project manager's reason for rejecting the entry
DateTimeRejectedAdmin	Date/time the entry was rejected by the admin
DateTimeRejectedPM	Date/time the entry was rejected by the project manager
HubSpotCustomObjectID	ID of any synced HubSpot custom object
Project	ID of the related project
Account	ID of the related customer account
ProjectRole	ID of the role associated with the time entry
Company	ID of the company that owns this entry
Invoice	ID of the invoice the time entry is linked to
ContractLine	ID of the related contract line (if time is linked to budgeting)
TimeSheet_TimeSheetView	ID of the time entry’s parent timesheet view (grouped entry)
TimeSheet_TimeSheetLines	Reference to detailed line entries (if applicable)
TimeSheet_SmartTimeLineHistory	Tracks changes if the entry was created via Smart Timeline
TimeSheet_ProjectMember	ID of the project member who logged the time
TimeSheet_TimelineData	Link to visual timeline data (e.g. Chrome extension bar)
TimeSheet_GeolocationTimeLine	Link to geolocation data (if tracked)
TimeSheet_Task	ID of the task the time entry is linked to
BrowserTimer_TimeSheet	Tracks if the entry was recorded using browser-based timer
TimeSheet_BusinessUnit	ID of the business unit associated with this entry
Comment_TimeSheet	ID of the comment object linked to this time entry

TransactionClasses

The TransactionClasses table defines financial classification structures used to tag transactions in PSOhub, particularly for integrations with accounting platforms like QuickBooks. These classes help segment revenue and expenses by categories or business units. Each entry may represent a class or subclass and can be linked to an organization and accounting authorization.

Field Name	Description
ID	Unique identifier for the transaction class
Name	Name of the transaction class (e.g., "Consulting", "Marketing")
IsSubClass	Indicates whether this class is a subclass (TRUE/FALSE)
TransactionClasses_AccountingAuthorization	Linked field referencing the accounting authorization this class belongs to
TransactionClasses_Organisation	Linked field referencing the organization that owns this transaction class

UserAccounts

This table contains information about each internal user in PSOhub. It includes personal details, account status, business unit associations, and default project roles. Use this table to analyze or manage user-level settings and access across your organization.

Field Name	Description
ID	Unique identifier for the user account
FullName	Full name of the user (First + Last Name)
Email	Email address of the user
Firstname	First name of the user
Lastname	Last name of the user
DaysOfHoliday	Number of allocated holiday days for the user
Working_hours	Number of working hours per week for the user
PercentageBillable	Expected percentage of billable hours for the user
TimesheetStartDate	Date the user began submitting timesheets
LastLogin	Timestamp of the user's last login
IsExternal	Whether the user is external to the organization (TRUE/FALSE)
Tags	Any tags associated with the user
AccountActive	Whether the account is active (TRUE/FALSE)
Account_Organisation	Linked organization the user belongs to
BusinessUnit_Account_TeamLead	Linked business unit where the user acts as a team lead
Account_BusinessUnit	Linked business unit the user is part of
Account_ProjectRole_Default	Default project role assigned to the user

WorkloadPeriods

The WorkloadPeriods table stores monthly and yearly capacity and workload data for accounts, projects, and engagements. It includes planned vs. used hours and amounts, base currency equivalents, and capacity tracking for reporting and forecasting purposes.

Field Name	Description
ID	Unique identifier for the workload period record
Year	Calendar year the data belongs to
JanTotalHours – DecTotalHours	Total planned hours per month
JanTotalAmount – DecTotalAmount	Total planned amount (in org currency) per month
CurrentYear	Indicates if the year is the current calendar year
TotalHours	Total planned hours for the year
TotalAmount	Total planned amount for the year (org currency)
JanUsedHours – DecUsedHours	Total used hours per month
JanUsedAmount – DecUsedAmount	Total used amount per month (org currency)
TotalHoursUsed	Total used hours for the year
TotalAmountUsed	Total used amount for the year (org currency)
MayUsedAmount – DecUsedAmount	Repeated to accommodate layout – mirrors monthly used amount fields
Level	Context level of the record (e.g. Total, Project, GrandTotal)
AnalysisMode	Indicates if the data is used for analysis (TRUE/FALSE)
AmountMode	Indicates if amount tracking is active (TRUE/FALSE)
TotalAmountLeft	Remaining amount for the year (org currency)
TotalCapacityLeft	Remaining capacity for the year in hours
MonthlyCapacityHours	Average monthly capacity
TimeLineMode	Indicates if the timeline view is enabled (TRUE/FALSE)
JanTotalAmountBase – DecTotalAmountBase	Monthly total amount in base currency
TotalAmountBase	Total planned amount in base currency
JanUsedAmountBase – DecUsedAmountBase	Monthly used amount in base currency
TotalAmountUsedBase	Total used amount in base currency
TotalAmountLeftBase	Remaining amount for the year in base currency
WorkloadPeriod_ProjectWorkload	Linked project workload record
WorkloadPeriod_Account	Linked account (user)
WorkloadPeriod_Calculation	Linked calculation or budget
WorkloadPeriod_OneEngagement_ToSelect	Linked engagement or task bundle

Field Name	Description
ID	Unique identifier for the tag
TagName	The name or label of the tag
TotalUsed	Number of times this tag has been applied in the system
changedDate	Date and time when the tag was last updated
createdDate	Date and time when the tag was originally created
Tags_Organisation	Reference to the organization the tag belongs to
owner	ID of the user who created the tag