Set up your organization in PSOhub
Configure your organization’s core settings so you can start creating projects and tracking work in PSOhub.
Published: 14 March 2026
Audience
This article is intended for:
- Administrators responsible for setting up and configuring PSOhub
- Project managers and operations leads preparing PSOhub for team use
- New customers beginning their onboarding and implementation
Objective
After completing this guide, you will:
- Understand the key components required to configure your PSOhub environment
- Set up your organization structure, users, and financial configuration
- Define roles, rates, and templates for consistent project delivery
- Prepare your system for creating and managing real projects
Introduction
Before creating and delivering projects in PSOhub, it is important to configure your organization correctly.
This includes setting up your team, defining how work is structured financially, and preparing reusable templates for consistent project delivery.
A well-configured environment ensures that your projects are set up efficiently, your team can collaborate effectively, and your financial data remains accurate from the start.
This guide provides a structured overview of the key steps required to set up your organization, with links to detailed articles for each configuration area.
Follow the steps below to configure your PSOhub environment. Each step builds on the previous one and prepares your system for successful project delivery.
Step 1: Configure your organization settings
Set up the foundation of your PSOhub environment. This step defines how your system behaves by default and ensures it reflects how your business operates.
In this step, you will:
- Configure general system defaults
- Set up multiple organizations (if required)
💡 Tip: Use multiple organizations only if you need to separate your operations at a structural level—such as managing different legal entities, brands, or financial environments.
If your teams share the same financial structure and reporting, a single organization setup is usually sufficient.
👉 Related articles:
- General information & Default settings
- Introduction to multi-organizations
- Share HubSpot and multi-organizations
Step 2: Set up business units
Business units allow you to structure your organization into teams, departments, or divisions within a single PSOhub organization.
They are typically used to group people, manage responsibility, and organize reporting—without needing to separate your system into multiple PSOhub organizations.
In this step, you will:
- Define how your teams or departments are structured
- Assign ownership and responsibility within your organization
- Organize reporting and operational visibility
📌 Note: Business units are also used to configure timesheet approval workflows, such as Team Lead or Project Manager approval.
👉 Related articles:
Step 3: Define roles and billing rates
Roles and billing rates define how work is priced, costed, and reported across your projects.
Instead of assigning rates per individual, PSOhub uses roles (e.g. Consultant, Project Manager) to standardize how work is billed and tracked. This ensures consistency across projects and simplifies financial management.
In this step, you will:
- Define roles that reflect how your team delivers work
- Assign selling and cost rates to each role
👉 Related articles:
Step 4: Add users and configure access
Add your team members to PSOhub and assign them the appropriate roles and access levels.
Each user is assigned one or more roles, which determine how their work is priced and reported, as well as an access level that controls what they can see and do within the system.
In this step, you will:
- Create user accounts for your team
- Assign roles to each user
- Configure access levels and permissions
- Ensure users can log in and access relevant data
💡 Tip: Skills and resource stages can be configured for users later as part of Resource Management, once your team begins planning and managing capacity.
👉 Related articles:
Step 5: Configure quote, project and plan settings
Define how quotes, projects, and plans are structured and managed across your organization.
These settings control how work is created, how projects are categorized, and how delivery is structured. Setting these up correctly ensures consistency across projects and makes it easier to manage, track, and report on your work.
In this step, you will:
- Define project types and lifecycle stages
- Configure naming conventions and stakeholders
- Set up how quotes are structured and managed
- Define how plans (tasklists, tasks, and milestones) are organized
👉 Related articles:
- Define your Project Settings (naming types stakeholders stages etc.)
- Quote settings & notifications
- Define the Plan Settings
Step 6: Configure financial settings
Prepare your system for invoicing, cost tracking, and financial reporting.
These settings define how financial data is handled across your projects, including currencies and taxes. Setting these up correctly ensures that your invoices are accurate and your reporting reflects the financial performance of your projects.
In this step, you will:
- Configure currencies and exchange rates
- Set up tax categories for invoicing
- Customize invoice layout and formatting (if required)
📌 Note: If you are using an accounting integration such as Xero or QuickBooks, you may also need to configure additional financial settings such as general ledger (GL) accounts and transaction mappings.
👉 Related articles:
- Introduction to Multi-Currencies
- How to create currencies and change their related exchange rate?
- Invoice settings
- Tax Categories
- Custom invoice layout
Step 7: Set up products and pricelists (optional)
If your organization sells predefined products or services, you can set these up in PSOhub using products and price lists.
In this step, you will:
- Define products or services that you offer
- Create price lists to manage pricing
- Link products to your billing structure
👉 Related articles:
- Introduction to PSOhub Products and Price Lists
- Create a price list in PSOhub
- Create a product and link to a price list
Step 8: Create templates for consistency
Templates allow you to standardize how projects are created and reduce manual setup.
By defining templates for contracts, plans, and budgets, you can ensure that every project follows the same structure, financial logic, and delivery approach.
In this step, you will:
- Create contract templates to define your financial structure
- Create plan templates to standardize tasklists, tasks, and milestones
- Create budget templates to define expected effort and cost
👉 Related articles:
What happens next
Now that your organization is configured, you’re ready to start creating and managing projects in PSOhub.
The next step is to apply this setup in practice by creating your first project and structuring your work.