Understanding Projects, Contracts and Plans in PSOhub

Published: 1 June 2026

Audience

This article is intended for:

New users learning how PSOhub structures work and projects
Customers setting up their first projects
Project managers and operations teams responsible for delivery and financial control

Objective

After completing this guide, you will:

Understand what a Project represents in PSOhub
Understand how Contracts define the financial structure of your work
Understand how Plans structure the delivery of your work
Understand how Projects, Contracts, and Plans work together as a single system

Introduction

When you work in PSOhub, three core components form the foundation of every engagement: the Project, the Contract, and the Plan. Understanding how these elements relate to each other is essential for setting up and managing your work effectively.

Projects, contracts, and plans are not independent features — they are connected layers of the same engagement. Each layer serves a distinct purpose, and together they give you full visibility over what has been agreed, what needs to be delivered, and how your team's time and resources are being used.

This article explains what each component does, how they connect, and why that structure matters for your day-to-day operations.

What is a Project?

A Project in PSOhub represents the overall customer engagement. It is the top-level record that ties everything together — your customer, your team, your financial targets, and your delivery activity.

Every contract, plan, timesheet entry, expense, and invoice in PSOhub is linked to a project. This means that at any point, you can view the full financial and operational picture of an engagement from a single record.

Projects can be created manually or generated directly from a deal in your connected CRM, such as HubSpot or Salesforce. When a project is created from a CRM deal, the customer details, deal value, and project name are carried over automatically, saving setup time and reducing the risk of errors.

What is a Contract?

A Contract in PSOhub defines the financial and commercial structure of the work you are delivering. It answers the question: what have you agreed to deliver, and how will it be billed?

Every project in PSOhub has a contract. The contract is made up of Contract Groups and Contract Lines, which together break down the scope of work into billable components.

Contract Groups

Contract Groups are the high-level categories within a contract — for example, Hours, Expenses, or Design & Planning. They act as grouping containers for related contract lines and allow you to set budget alert thresholds to monitor usage.

Contract Lines

Contract Lines sit within Contract Groups and represent the individual deliverables or billing items in your contract. Each line defines:

The billing type — such as Time & Materials, Fixed Fee, or Expenses
The budget — the total value or hours allocated to that line
The invoicing method — for example, manual, recurring, or installment-based
Alert thresholds — to notify you when a percentage of the budget has been consumed

This structure allows you to manage complex engagements with multiple billing types and rates within a single contract, while maintaining clear visibility over what has been used, what has been invoiced, and what remains.

Contract Templates

If your organization delivers similar engagements repeatedly, you can create Contract Templates to pre-define the group and line structure. Applying a template when creating a new project speeds up setup and ensures consistency across your portfolio.

What is a Plan?

A Plan in PSOhub is where your delivery work is organized and tracked. While the contract defines what has been agreed financially, the plan defines what needs to be done operationally. A plan is structured using Task lists and Tasks.

Task lists

Task Lists represent phases or stages of delivery, and Tasks represent individual units of work within those phases.

Tasks

Each task can be:

Assigned to a project member or project role
Given a start date, due date, and estimated effort in hours
Linked to a specific contract line for time tracking and cost allocation
Tracked through a Kanban view or Gantt chart
Marked with a priority level and milestone status

Plans give your team a clear view of what work needs to happen, who is responsible, and whether delivery is on track relative to your deadlines and budget.

How Projects, Contracts and Plans Work Together

The real power of PSOhub comes from the connection between these three components. They are designed to operate as a single, integrated system rather than separate tools.

From Agreement to Delivery

When a project is created, you define a contract that captures what has been sold. The plan then structures the work required to fulfill that contract. Time logged against tasks flows directly into the relevant contract lines, updating your budget consumption in real time.

From Delivery to Invoicing

As your team logs time and expenses against contract lines, PSOhub tracks how much of the budget has been used. When you are ready to invoice, PSOhub generates invoice lines based on the actual activity recorded — no manual reconciliation required.

From Planning to Resource Management

Tasks in your plan drive resource planning. By assigning tasks to team members with defined effort estimates, you give your resource planning module the data it needs to forecast capacity, identify conflicts, and ensure your team is effectively allocated.

Budget Visibility Across All Layers

At every level — project, contract group, and contract line — PSOhub displays budgeted versus used hours and amounts. This gives project managers and administrators a live view of financial health without needing to export data or run manual calculations.

Next Steps

✅ Create your first project
Put this structure into practice by creating a project, adding a contract, and building your first plan.
Create your first project in PSOhub

✅ Set up the financial structure of your project
Learn what a contract is and how it structures the financial side of your project.
What is a contract in a PSOhub project?

✅ Start planning your project's work
Learn how to build task lists, assign work to your team, and track delivery against your contract.
How to create a project plan