Q: What is Salt Hub? 
A: Salt Hub is Salt’s internal operating platform that centralizes pipeline forecasting, estimating, project management, resourcing, and financial visibility into one system. It replaces spreadsheets, email-based workflows, and disconnected trackers. 

Q: What will Salt Hub replace? 

Q: Who uses Salt Hub? 
A: Salt Hub is used by Accounts, Shared Services, Finance, and Delivery teams. Each user’s experience is determined by role-based permissions.  

Q: Who doesn’t use Salt Hub? 

Q: How do I log in to Salt Hub? 
A: You log in using your Salt email address (add link to Salt Hub when ready. Confirm when single sign on will be ready). 

Q: What should I do if something doesn’t work as expected? 
A: If a function is missing or blocking your work, flag it through the platform’s support or feedback process by emailing: salthub@ilovesalt.com 

Q: Is Salt Hub the source of truth? 
A: Yes. Salt Hub should always reflect the most current and accurate view of projects, budgets, and resourcing. 

Q: Will Salt Hub be updated regularly? 

Q: What permission levels exist in Salt Hub? 
A: There are 4 permission levels:  

Q: How to change permission level? 

Q: Why can’t I edit everything I see? 
A: Editing is restricted to maintain accountability and data integrity. You can only edit items you own or are explicitly assigned to based on the permissions outlined above. 

Q: Can someone else change my work? 
A: Yes, users with higher permissions can edit shared items. All changes are logged, and relevant contributors are notified. 

Q: What if I can’t see or edit what I am supposed to at my permission level? 

Q: What is the Pipeline used for? 
A: The Pipeline is the single source of truth for forecasted and confirmed work. It tracks potential, confirmed, and active projects and their associated fees. This is your core financial dashboard it tracks revenue, fees and all of your projects, this will replace the excel sheet from finance. 

Q: Who creates Pipeline entries? 
A: Pipeline entries are created by Business Owners or Project Leads on the Accounts team.  

Q: What information is required to create a Pipeline entry? 
A: Required fields include client, region, owner, project lead, project type, dates, and expected revenue and fees.(add screen shot) 

Q: How do I get a job number? 

Q: Can I edit a Pipeline entry? 
A: You can only edit Pipeline entries if you are the owner or have been granted edit access for that project. You can only edit from “white space” to “open” status, anything “confirmed” is no longer editable. 

Q: What do Pipeline statuses mean? 
A: Statuses indicates probability of whether or not the project is proceeding/where it sits in the lifecycle. The status is used for forecasting and reporting accuracy, this is why you need to report the right probability.  Add table of probability percentages (white space, low, medium, high, open, confirmed) 

How can I see my pipeline only? 

What if I don’t see my pipeline? 

What if I enter a pipeline entry and can’t see it? 

What is the difference between planning and production as different entries?  

I need to add to an existing pipeline entry which is already confirmed, how do I do that? 

Q: What is an Estimate in Salt Hub? 
A: An Estimate is the structured project budget built by stage, department, and role. It replaces the legacy master budget tool. 

Q: Who creates an Estimate? 
A: The Account Lead creates the initial Estimate and assigns sections to Shared Service leads for departmental input. 

Q: How do I know I’ve been assigned to an Estimate? 
A: You receive an automated notification with a direct link to the Estimate section you are responsible for. 

Q: What is my responsibility when assigned to an Estimate? 
A: You are responsible for building out people fees and roles for your department by stage, based on the project scope. 

Q: Can I add or remove stages in an Estimate? 
A: Yes. Stages can be added or adjusted to accurately reflect the project workflow. 

Q: Does Salt Hub track hours? 
A: No. Estimates are built using role-based weeks and value-based pricing, not time tracking. 

Q: Where do role rates come from? 
A: Rates are automatically pulled from the approved rate card associated with the client and role. 

Q: What happens after I complete my Estimate section? 
A: The Estimate returns to the Account Lead for review, internal approval, and client submission. 

Q: Is there a way to build an estimate without showing hours? 

Q: If clients aren’t allowed in Salt Hub, how can they see an estimate? 

Q: What is the Project Workspace? 
A: The Project Workspace is the operational hub for an active project. It contains the approved Estimate, milestones, tasks, resourcing, and linked files. 

Q: Who sets up the Project Workspace? 
A: The Account Lead sets up the Project Workspace once an Estimate is approved. 

Q: What can I do in the Project Workspace? 
A: Depending on your role, you can view project details, update assigned milestones or tasks, upload or link files, and review resourcing assignments. 

Q: How does resourcing work in Salt Hub? 
A: Resourcing begins at the role level. Specific individuals are assigned by designated resourcing owners. 

Q: Why are allocations shown as percentages instead of hours? 
A: Capacity is planned using percentage-based weekly allocations to provide clearer forecasting and avoid unreliable hour tracking. 

Q: Can I assign specific people to a project? 
A: Only designated resourcing leads can assign individuals. Account teams request roles; Shared Services assign people. 

Q: Can I see my workload in Salt Hub? 
A: Yes. Your assigned projects and allocations are visible from your personal view. 

Q: Can I upload files directly into Salt Hub? 
A: Files are linked via SharePoint. Salt Hub serves as the system of record, not a file storage replacement. 

Q: Where should project briefs live? 
A: Briefs should be linked directly within the Project Workspace for visibility and alignment. 

Q: Is activity tracked in Salt Hub? 
A: Yes. Salt Hub maintains an audit log showing who changed what and when for estimates, resourcing, and financial data. 

Q: What happens when data changes? 
A: Changes automatically update across connected areas such as the Pipeline, Estimates, and Project Workspace. 

Q: What are best practices for using Salt Hub? 
A: Work from assigned notifications, keep Estimates structured by stage and role, treat the Pipeline as forecast truth, update tasks promptly, and avoid offline tracking when functionality exists in the platform.