Published: 1 June 2026
Audience
-
Admin
Objective
This article explains how to create a plan template in PSOhub — either from scratch in Settings or by converting an existing plan — so your team can reuse consistent task structures across projects.
Prerequisites
You must have Admin user access in PSOhub.
Option 1: Create a Plan Template in Settings
Steps
- Click the Gear icon in the main menu to open Settings.
- Click on Templates and select the Plan tab.
- Click Create.
- Complete the following fields:
| Field | Description |
|---|---|
| Name | Enter a name for the plan template. |
| Create task lists based on contract template | Optional. Select a contract template to use its contract lines as the basis for the task lists in this plan template. Tasks created in these task lists will post time to the corresponding contract line. |
| Currency | Select the currency for this plan template. Defaults to the organization's base currency. Only relevant if multiple currencies are configured. |
| Description | Optional. Enter a description for the plan template. This description is displayed when selecting a plan template in a project or on the Boards. |
📌 Note: The plan template name must not contain an apostrophe character (').
5. Click Create.
6. Once the template is created, your next step is to add tasks and task lists.
-
If you did not select a contract template:
Click + Add task list or Add first task list to create task lists manually, then add tasks to each list.
-
If you selected a contract template:
The template is pre-filled with a task list for each contract line of the selected contract template. Click the + button on each task list to add tasks.
💡 Tip: When you create a plan template based on a contract template, both templates can be selected together when creating a new project directly in PSOhub.
Option 2: Convert an Existing Plan into a Template
Steps
📌 Note: You can turn any existing plan into a reusable plan template.
- In the main menu, click Projects.
- Open the project whose plan you want to convert.
- Click on the Tasks tab.
- Click the ellipsis (...) button.
- Select Convert to template.
Result
Your plan template is created and available across PSOhub. It can be selected when setting up a new project plan or a standalone plan, giving your team a consistent starting structure for each engagement.
Next Steps
✅ Copy, delete, or edit a plan template
Duplicate, rename, or remove plan templates to keep your template library up to date.
How to Modify or Delete a Template in PSOhub
✅ Create a contract template
Build a reusable contract structure to pair with your plan templates when setting up new projects. How to Create a Contract Template in PSOhub