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How to Configure Project Settings in PSOhub

Learn how to configure project stages, types, numbering, contract groups, stakeholder roles and Kanban lanes 

Published: 1 June 2026

Audience

  • Admin

Objective

This article explains how to configure Project Settings in PSOhub, including stages, types, project numbering, contract group numbers, stakeholder roles, Kanban lanes, and HubSpot ticket categories.

Prerequisites

You must have Admin user access in PSOhub.

How to Configure Project Stages

Steps

  1. Click the Settings (gear icon) in the navigation bar.
  2. Select Project Settings from the left-hand menu.
  3. The Stages tab opens by default. Four default stages are listed: Proposal, Active, Closed, and Archived. These cannot be deleted, but you can rename them to match your own naming conventions.
  4. To set the default stage for new projects, enable the toggle in the Default for new projects column next to the relevant stage.
  5. To add a new stage, click Add stage.
  6. Enter a name for the stage and select the corresponding PSOhub Stage from the dropdown.
  7. Optionally, add a description so other users understand the purpose of the stage.
  8. Click Save.

💡 Tip: To reorder stages, click and hold the drag handle on the left of a stage row and                drag it to the desired position.

How to Configure Project Types

Steps

  1. Click the Types tab.
  2. A default list of project types is provided. To edit an existing type, click on it, make your changes, and click Save.
  3. To delete a type, click on it and select Delete.
  4. To create a new type, click Add type, enter a name, and click Save.

How to Configure Project Numbers

Steps

  1. Go to the Project Numbers tab in Project Settings. 
  2. Edit Prefix and Follow number as desired. 
  3. Click Save. 

How to Configure Contract Group Numbers

Steps

📌 Note: The standard contract group numbers provided by PSOhub are: 10, 20, 30, 40,              50, 60, 70, 80 and 90.

  1. Go to the Contract Group Numbers tab.
  2. Click Add number.
  3. In the dialog box that appears, enter the new group number you want to add. Click Save.

⚠️ Important: Do not overwrite the existing standard numbers. Only add new numbers                using the Add number button.

How to Configure Stakeholder Roles

Steps

  1. Go to the Stakeholder Roles tab in Project Settings. 
  2. To edit an existing Stakeholder Role, simply click on the name, make changes and click Save.
  3. To delete and existing Stakeholder Role, click on the name and select Delete in the dialog box. 
  4. To add a new Stakeholder Role, click Add role. Enter the name of the new role and click Save.

How to Configure Kanban Lanes

Steps

  1. Navigate to the Kanban Lanes tab.
  2. Click Add Lane to create a new lane.
  3. Enter a name for the lane (for example, In Review or Blocked).
  4. Set the order of the lane by adjusting its position in the list.
  5. Click Save. Repeat these steps to add as many lanes as needed to reflect your workflow.
  6. To modify an existing lane, click the lane name, update the details, and click Save.
  7. To delete a lane, select the lane and click Delete. Confirm the deletion when prompted.

Next Steps

✅ Configure HubSpot Ticket Categories
Complete your project configuration by setting up the HubSpot ticket categories that link PSOhub projects to your HubSpot deals and tickets.
How to configure HubSpot Ticket Categories in PSOhub

✅ Create a contract template
Now that your contract group numbers are configured, build a reusable contract structure to apply when setting up new projects.
How to create a contract template in PSOhub

✅ Create your first project
With your stages, types, and numbering in place, you are ready to create a project in PSOhub.
How to create a project in PSOhub

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