In the following video, you will get an overview of the Workload sheet. To get a global understanding please take a look at the rest of the article below.

In order to create a detailed budget based on hours and team members, you will want to leverage the workload sheet. In your project, click on the drop down menu of the 'More' button in the Tab 'Contract', and select 'Workload sheet'.

Before you start, validate that the Workload Sheet shows the view Calculation.

You have the option to bring all your contract lines at once or to only define a detailed budget for one or two single contract lines.

  1. Add all lines:

    Click 'Add all lines' to bring all the contract lines into the Workload sheet.

    The message will display click 'Proceed'.

    Once you have all your Contract lines in your Workload sheet, these lines become Budget lines and you can start defining these lines. To do this click on the + sign.

    2. Add line:

    Click 'Add line' to define a single contract line.

A pop-up window will appear: select the contract line for which you want to create a detailed budget line.

Click on the drop down menu and select the contract line.

Back in the Workload Sheet the New line will be displayed. Click on the + sign to define this new budget line.

A pop-up window will appear, fill in the fields:

  • Member: Select your project member (not mandatory)

  • Project role: Select the role (which will determine the rate used for this budget line)

  • Description: Fill in a description (not mandatory)

  • Rate: This field will automatically be populated by the rate of the project role you will have selected earlier.

Hit Save.

Back in the workload sheet the New line will be displayed.


  • You can add multiple budget lines under the same contract line by clicking again on the + sign next to it.

  • To select another contract line and create budget lines underneath it, simply click on the button Add line.

Now you are ready to defined quantity of hours for each Month for each budget Line.

The current year broken down by month is displayed by default but you can use the arrows to navigate to the previous/next year.

Click on the field box to enter the number of planned hours per month. You can use the Tab key to navigate from one month to the other.

Click on 'Timeline' to change the view to a Timeline based on budgeted hours per month:

This will also show the hours budgeted for each Month but in a linear view.

On the top of the page you see the total of the budgeted hours as well as their value.

At the bottom of each contract line, you will find the total of planned (budgeted) hours and values per month. And at the bottom of the page, you will the total of all contract lines (planned and value) for this project.

When you have completed the Workload Sheet, you can update the budget of your project by clicking on 'Update budget'. This will update the budget in the Contract of your project.

Note: If no hours have been planned/budgeted resulting in 0 hour values. PSOhub will update the contract line to a 0 value, overwriting any manually entered budget amounts at Contract level. To avoid this, delete the unwanted budget line(s) in the Workload sheet.

Click on 'The arrow' to go back to the Project: your contract lines will now have been updated accordingly.

Back in the Contract the column 'Budget' will now display the values of your Workload Sheet.

Once you start booking time towards this project, you can navigate back to the Workload sheet to view your budget (Planned hours) versus actuals (Used hours).

To do so, you will want to leverage the Toggle Actuals.

Click on the Toggle of 'Actuals' and the view will change to the option between 'Hours' and 'Amount'. Here you will see the 'Actual' value of the contract line(s).

Toggle Amount: On the Top you see the 'Total Amount' of the Used hours and the 'Remaining' budget for your Project displayed.

Toggle Hours: On the Top you see the 'Total Hours' Used and the Remaining Hours for your Project.

At the bottom of the page you find the Project's Total for Planned and Used Amount. When toggled to Hours the Project's Total for Planned and Used of the Hours will be displayed.

These values will match the Project Total at the Top of the Page.

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