Default Teams: How They Work in PSOhub

Published: 19 October 2026

Audience

Admin
Controller
Project Manager

Objective

This article explains what Default Teams are in PSOhub, who can use them, and what happens when you add a Default Team to a project.

Introduction

Many projects are staffed by the same group of people. Adding each person, role and rate by hand every time takes effort and invites mistakes.

Default Teams solve this. A Default Team is a saved set of people, each with a project role, a selling rate, a cost rate and an optional Backup PM setting. You add the whole team to a project in one go.

You can add a Default Team to an existing project or while you create a new project. After that, the project team works exactly like a team you built with Add Member(s).

What a Default Team contains

Each Default Team has a few basic details and a list of members.

Item	Description
Default team name	Required. Each name must be unique within your organization.
Rate currency	Required. The single currency the team uses for its roles and rates.
Description	Optional. A short explanation of what the team is for.
Members	The people in the team. Each member entry combines one person with one project role.

Each member entry stores its own Selling rate and Cost rate. These rates are filled in from the role, but you can change them for the Default Team. Each entry can also be marked as a Backup PM.

The same person can appear more than once with different roles. Each person-and-role combination counts as one member, so a person with two roles counts as two members.

📌 Note: One person can belong to several Default Teams.

Who can use Default Teams

What you can do depends on your PSOhub access level.

Action	Admin	Controller	Project Manager	Team Member
Create and manage Default Teams in Settings	Yes	Yes	No	No
Add a Default Team to an existing project	Yes	Yes	Yes	No
Add a Default Team in the new project wizard	Yes	Yes	Yes	No

📌 Note: Project Managers can add Default Teams to projects they have access to.

Adding a Default Team is an one-time copy

When you add a Default Team to a project, PSOhub copies the eligible members into the project team. The copy uses the selling rates, cost rates and Backup PM settings saved in the Default Team, not the standard role rates.

After the copy, the project and the Default Team are no longer linked:

Editing, archiving or deleting a Default Team does not change projects it was already added to.
You can still change rates or remove members on the project afterward.
The project team does not show which Default Team a member came from.

New members receive the normal "added to project" email and appear in the project activity log, just as they would with Add Member(s).

Each Default Team also shows when it was Last used. This date updates every time the team is added to a project.

Default Teams and Currencies

Each Default Team uses one rate currency. This currency controls which people and projects the team works with:

Only resources with a role in the team's currency can be added as members.
A Default Team can only be added to projects in the same currency.
Rates are never converted with exchange rates.

The currency can't be changed while the Default Team has members. To use the same people in another currency, create a separate Default Team in that currency.

💡 Tip: Add the currency to the team name, for example "Brand Consulting (USD)", so teams are easy to tell apart.

Backup Project Managers in Default Teams

A Default Team can mark members as Backup PM. Only users with Admin, Controller or Project Manager access can be a Backup PM. This depends on the user's access level, not on a project role named "Project Manager".

When a Default Team is added to a project, the project's own project manager is never set as Backup PM. All other Backup PM settings are copied to the project.

How existing and skipped members are handled

Before you add a Default Team, PSOhub shows a preview of who will be added and who will be skipped.

Scenario	What happens
The same person with the same role is already in the project	The member is skipped. The existing rates on the project stay unchanged.
The same person is in the project with a different role	The member is added with the new role. The existing role stays.
The role is no longer assigned to the person	The member is skipped and shown as Role no longer valid.
The user is inactive	The member is not added. The member stays in the Default Team.
Two overlapping Default Teams are added	No duplicate team members are created.

Active and archived Default Teams

Archiving a Default Team hides it from the project screens without deleting it. Archived teams stay visible in Settings under the Archived status filter.

You can restore an archived Default Team at any time to make it available on projects again. Deleting a Default Team removes it permanently.

Next Steps

✅ Create your first Default Team
Set up a Default Team with members, rates and Backup PMs in Settings.
How to create and manage Default Teams

✅ Add a Default Team to a project
Fill an existing or new project team with a saved Default Team in one go.
How to add a Default Team to a project