Start Here: Your PSOhub Setup Guide
Follow a step-by-step guide to set up PSOhub and start delivering your first project
Published: 1 June 2026
Audience
This article is intended for:
- New users who have just signed up for a PSOhub trial
- Users who have completed a Personal Tour or Quick Setup session
- New customers beginning their onboarding and implementation
Objective
After completing this guide, you will:
- Understand the key steps required to set up PSOhub
- Configure your organization and connect your tools
- Create and structure your first project
- Begin working in PSOhub with your team
Before You Begin
Before setting up PSOhub, it is helpful to understand how work is structured and managed within the platform.
PSOhub follows a connected workflow that links sales, project delivery, and invoicing. Having a clear understanding of this workflow will help you make better decisions during setup and ensure that your projects are structured correctly from the start.
You can continue with the setup without completing these steps, but reviewing the following articles will give you useful context:
👉 Recommended reading:
Introduction
This guide walks you through the essential steps to set up PSOhub and start using it effectively.
Whether you are exploring PSOhub during a trial or beginning your implementation as a new customer, the goal is to help you move from initial setup to delivering your first project as quickly and smoothly as possible.
Each step focuses on a key part of the onboarding process, with links to detailed articles where needed.
Step 1: Set Up Your Organization
Start by configuring your organization in PSOhub.
This includes setting up users, roles, and key financial settings. This step ensures that your system is ready to support your team and reflect how your business operates.
👉 Related articles:
Step 2: Connect Your CRM
If you use a CRM such as HubSpot, Salesforce, Microsoft Dynamics 365, or Pipedrive, you can connect it to PSOhub.
This allows you to create projects directly from deals or opportunities and automatically sync company and contact information as you create your projects.
👉 Related articles:
Step 3: Create Your First Project
Once your organization is set up, the next step is to create your first project.
This is where your setup comes together and becomes actionable. You will define the commercial structure of the project, organize the work to be delivered, and assign your team.
Creating your first project allows you to apply the PSOhub workflow in practice and see how projects are managed from start to finish.
👉 Related articles:
What Happens Next
Now that your project is set up, you can begin working in PSOhub.
Begin by managing tasks, assigning work to your team, and tracking time and expenses as your project progresses.
As you become more familiar with the platform, you can expand your setup and explore additional capabilities such as resource management, invoicing, and reporting.
Next Steps
These steps will help you move from setup to active project delivery and start realizing value from PSOhub:
✅ Start managing tasks
Update tasks, assign work, and track progress as your team delivers the project.
Tasks and Milestones: How to Update & Mark Tasks Complete in PSOhub
✅ Plan and manage resources
Assign work based on availability and capacity so your team is effectively utilized across projects.
Resource Management: Introduction to managing your team in PSOhub
✅ Track time and expenses
Capture the effort and costs on your project by logging time and recording expenses.
Time & Expenses: Introduction to Tracking Time and Costs in PSOhub
✅ Generate your first invoice
Convert delivered work into revenue by creating an invoice based on your contract and tracked activity.
Invoicing in PSOhub: Introduction to Billing Your Projects