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Create Your First Project in PSOhub

Learn how to create your first project in PSOhub, including setting up contracts, plans, and assigning work to your team

Published: 1 June 2026

Audience

This article is intended for:

  • New users setting up their first project in PSOhub
  • Customers beginning their onboarding and implementation
  • Project managers and teams preparing to deliver work in PSOhub

Objective

After completing this guide, you will:

  • Create your first project in PSOhub
  • Understand the different ways to create a project
  • Define the financial and delivery structure of your project
  • Prepare your project for execution with your team

Introduction

Creating your first project is where your setup in PSOhub comes together.

This is where you define what has been sold, structure how the work will be delivered, and prepare your team to start execution.

There are multiple ways to create a project in PSOhub, depending on how your organization manages its sales process.

Step 1: Choose How to Create Your Project

You can create a project in three ways, depending on how your organization manages its sales workflow.

Option 1: Create a Project From Your CRM

If you use a CRM such as HubSpot, Salesforce, Microsoft Dynamics 365, or Pipedrive, this is the fastest and most efficient way to get started.

Creating a project from a deal or opportunity ensures that customer information, scope, and commercial context are carried over automatically from your CRM into PSOhub.

 💡 Tip: Use this option if...

  • You manage your sales pipeline in a CRM

  • You want to avoid manual data entry

  • You want your sales and delivery processes to stay aligned

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Option 2: Create a Project from a Quote

If you use PSOhub to create and manage quotes, you can convert an accepted quote directly into a project.

This ensures that the agreed scope, pricing, and structure defined during the sales process are carried over into delivery.

 💡 Tip: Use this option if...

  • You create quotes in PSOhub

  • Your quote has been approved or accepted

  • You want a seamless transition from sales to delivery

Option 3: Create a Project in PSOhub

If you do not use a CRM or quotes, you can create a project directly within PSOhub.

This gives you full control to manually define the client, scope, and structure of your project.

 💡 Tip: Use this option if...

  • You do not use a CRM

  • You are creating internal or ad-hoc projects

  • You prefer to set up projects manually

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Step 2: Define Your Contract

Once your project is created, the next step is to define its financial structure.

The contract captures what has been agreed with the customer, including pricing, billing model, and expected revenue. This ensures that all work delivered in the project is aligned with what has been sold.

 📌 Note: PSOhub supports multiple contract line types, including Fixed Fee, Time &                        Materials, Retainer, and Product lines. Choose the type that reflects your billing                          agreement.

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Step 3: Create Your Plan

After defining the contract, you can structure how the work will be delivered.

Plans break the project down into task lists, tasks, and milestones, providing a clear framework for execution.

This allows your team to understand what needs to be done and how the project will progress.

📌 Note: A plan is separate from the contract. The contract defines the financial                              structure; the plan defines the delivery structure.

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Step 4: Assign Your Team

Once your project structure is in place, assign team members to the work.

This ensures that responsibilities are clear and that work is distributed effectively across your team.

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Step 5: Start Managing Your Project

Your project is now ready for execution.

Begin working through tasks, tracking time, and managing progress as your team delivers the project.

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What a Complete First Project Looks Like

By the end of this process, your project should include:

  • A defined contract (financial structure)
  • A structured plan (delivery structure)
  • Assigned team members
  • Work ready to be executed and tracked

Next Steps

✅ Track time against your project
Start logging hours directly against tasks and contract lines to keep your project financials accurate.
How to book time on a task

✅ Monitor your project's financial performance
Review budget usage, time logged, and invoicing status to stay on top of project health.
Understanding Projects, Contracts and Plans in PSOhub

✅ Generate your first invoice
Convert the work you have delivered into revenue by creating an invoice based on your contract.
Invoicing in PSOhub: Introduction to Billing Your Projects

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