Understanding the PSOhub Workflow
Learn how work flows through PSOhub from sales handover to project delivery, invoicing, and reporting
Published: 1 June 2026
Audience
- New users evaluating or getting started with PSOhub
- Project managers, consultants and operations teams working in project-based businesses
- Decision-makers looking to understand how PSOhub supports end-to-end project delivery
Objective
After reading this article, you will:
- Understand what PSOhub is and the problem it solves
- Recognize how PSOhub connects sales, delivery, and finance into a single workflow
- Understand the four key stages of the PSOhub workflow
- Be prepared to start setting up and using PSOhub effectively
Introduction
To use PSOhub effectively, it is important to understand what it is designed to do.
PSOhub is a Professional Services Automation (PSA) platform that helps project-based businesses manage their entire workflow—from winning work, to delivering it, to invoicing the customer.
Instead of using separate tools for sales, project delivery, resource planning, and finance, PSOhub brings everything together into a single system. This ensures that all parts of your business are aligned and working from the same data.
The PSOhub Workflow
PSOhub follows a structured four-step methodology. Each step represents a phase of the project lifecycle and shows how work progresses through the platform.
1. Scope and Setup
The workflow begins with defining what has been sold and preparing that work for delivery inside PSOhub.
This stage ensures that the project is created with the correct commercial context and that the financial structure is clearly defined before any work begins.
Sales to Delivery Handover
A deal is won in your CRM and handed over into PSOhub as a project or quote. This ensures that key information such as the client, scope, and value is carried into delivery.
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Define the Financial Structure
Contracts and budgets define how the project will be delivered financially. The contract captures the commercial agreement with the customer—pricing, billing models, and expected costs - while the budget defines the expected effort, cost and financial baseline for delivery.
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2. Planning
Once the scope and financial structure are defined, the next step is to plan how the work will be delivered.
This stage translates the agreed scope into a structured and actionable delivery plan.
Define the Delivery Structure
The project can be broken down into task lists, tasks and milestones. This creates a clear structure for execution and ensures that work is organized and trackable.
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Plan Resources and Capacity
Work is assigned to team members based on availability and roles. This ensures that resources are used effectively and that delivery timelines are achievable.
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3. Execution
Once the project is planned, the team begins delivering the work.
This stage focuses on completing tasks and capturing all activity as it happens.
Managing Tasks
The execution phase begins with managing the work defined in the project plan. Team members work through task lists, tasks, and milestones, updating progress as work is completed, providing real-time visibility into project progress.
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Tracking Time and Expenses
As work is carried out, time is tracked against tasks and projects. Time tracking captures the actual effort required to deliver the work. This provides insight into productivity, supports budget tracking, and ensures that billable work is accurately recorded.
In addition to time, projects may involve costs such as travel, materials, or third-party services. These expenses can be recorded directly within PSOhub and linked to the relevant project.
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4. Review and Optimize
Once work has been delivered, the final stage focuses on billing and performance analysis.
This ensures that the project is financially complete and that insights can be used to improve future work.
Invoicing
Invoices are generated based on delivered work, ensuring that billing reflects what has actually been completed.
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Reporting and Dashboards
Project performance is analyzed using reports and dashboards, providing insight into profitability and resource utilization.
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Why This Matters
When sales, delivery, and finance are disconnected, teams often experience misalignment, inefficiencies, and limited visibility into performance.
By bringing everything into a single system, PSOhub ensures that your business operates with clarity, consistency, and control across the entire project lifecycle.
Next Steps
Now that you understand how work flows through PSOhub, you can begin applying this in practice:
✅ Start your PSOhub setup
Follow the step-by-step onboarding guide to set up your account and begin using PSOhub.
Start Here: Your PSOhub Setup Guide
✅ Set up your organization
Configure your users, roles, financial settings, and templates to prepare your system for real projects.
Set up your organization in PSOhub
✅ Create your first project
Put everything into practice by creating your first project, adding a contract, and planning your work.
Create your first project in PSOhub