Hubs

The hubs provide you with a set of tools, applications, and reports to help you manage all aspects of your business-related data. Use hubs to gather information about your projects, employees, and more. You add new records, update records, and copy or delete records and then use this information to streamline procedures, activities, and client interactions.

Because all of your key information is stored in these centralized hubs, crucial data is accessible throughout your enterprise. This means, for example, that all personnel who interact with your clients, from marketing and sales to project managers and billing staff, are working with the same information, which promotes consistency in all of your business processes.

For example, use hubs to:

• Establish the work breakdown structure for a work effort by adding projects, phases, and tasks to the Projects hub.
• Add new employees or update personnel information in the Employees hub.
• Update contact and vendor addresses in the Firms hub.
• Track the projects you are pursuing and the next steps for winning business in the Projects and Activities hubs.
• Create user defined hubs to track information that is unique to your enterprise.
• Make changes to the format and terminology of a standard hub to reflect your specific business environment.

Use security settings to control a user's access to particular hubs or to particular tabs within a hub.

Some hubs include additional tabs or fields if you track data for multiple companies or use multiple currencies.