Introduction to Completion Management
We are thrilled to introduce Completion Management, a powerful new tool to keep your projects on track. This feature lets you easily monitor project progress against your planned schedule. By knowing exactly how much of the project has been completed, you can determine if everything is on track or if adjustments are needed.
Key Benefits:
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Efficient Resource Allocation: Allocate your resources more effectively by understanding exactly where your project stands.
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Identify Bottlenecks Early: Identify any issues that might delay your project and address them proactively.
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Accurate Forecasting: Improve your forecasting accuracy with up-to-date completion percentages.
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Enhanced Transparency: Keep all stakeholders informed with clear visibility into project status.
You can manage this feature manually by updating progress by contract line or automatically by tracking completed tasks. Adding percentages directly in the grid is straightforward and efficient.
Stay organized and proactive with our new Completion Management feature, and ensure your projects are always moving forward smoothly!
For information on how to leverage Completion Management, please watch the webinars The Benefits of Completion Management and Workshop on Completion Management.
PSOhub Insights
We are thrilled to introduce our latest feature: PSOhub Insights for HubSpot! With this new functionality, you can seamlessly integrate your PSOhub data into HubSpot to create fully customizable dashboards.
Gain real-time insights into your project performance, profitability, hours spent, expenses, revenue, and more. This powerful new tool gives you the flexibility to build the exact reports you need to drive your business forward. The possibilities are endless, and your data has never been more accessible!
IMPORTANT:
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To use PSOhub Insights, an Enterprise version of HubSpot is required , regardless of which Hub.
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If you already had a PSOhub account before August 29, you will need to:
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Disconnect and reconnect the integration so we can have all the required access to create the PSOhub data in your HubSpot Environment.
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Whether you had an account before August 29 or after, once you have connected to HubSpot, click on Settings in the HubSpot tile:
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A pop-up window will open, check the box Insights for HubSpot enabled, and in the list below select the data you wish to send over to HubSpot for reporting purposes.
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And then click Proceed to confirm.
Watch this webinar to learn more about PSOhub Insights.
Bug fixes
All minor bug fixes have been resolved.