How to Create a Project in PSOhub

Published: 1 June 2026

Audience

PSOhub Administrators
Financial Controllers
Project Managers with financial access

Objectives

You will learn how to confidently create a standalone project in PSOhub, i.e. a project not linked to a CRM deal or opportunity.

Prerequisites

Before creating a project in PSOhub, ensure the following are in place:

Customer is created
The project must be linked to an existing customer account in PSOhub.

Business units for your organization are configured
The business units to represent teams, departments, divisions, legal entities, etc

Currencies are defined
The project currencies are configured.

Contract template is defined (recommended)
A contract template (Fixed Fee, Time & Materials, Expense, Retainer, or Products) should be set up to enable correct billing and revenue tracking.

Products are configured
Price lists and products have been configured and mapped to contract templates.

Users / Team members are available
Users should exist in the system so they can be assigned to the project.

Rates and billing settings are configured
Ensure standard roles and rates are set to avoid billing inconsistencies.

Required permissions are granted
Required users have Admin, Controller or Project Manager with financial access to create and manage projects.

Step 1: Basic Setup

Go to Project Management.
Click Create project.
Select the Customer.
Select the Contract template.
Select the Plan template (optional).
Select the Budget template (optional).
Select the Project manager, if known.
Select the Business Unit.
Select a Project Type.
Select the Currency.
Select the Project stage.
Click Next.

Step 2: Configure Project

Select the project's Target Start Date.
Select the Expected End Date
Select AUTO-COMPLETION.
Click Next.

📌 Note: If Auto-Completion is activated, the system will automatically calculate and update the completion percentage of the contract line based on the progress of its associated tasks.

Step 3: Assign Project Team

Assign the required resources and their roles.

💡Tip: Resources from another business unit can be assigned to a project team, even if the project does not belong to that business unit.

💡 Tip: If the resources' skills are defined, you can select team members based on the desired skillset for the project.

Step 4: Create the Project

Click Create Project.
The following window shows the workflow for creating the project:
Click Close.

Result

The project is created and now ready for the next phase of setup. Depending on the contract template selected, your contract structure, including contract groups and contract lines, has been automatically applied to the project.

The project team members you assigned are added as project members and can be allocated to tasks and tracked in resource planning.

📌 Note: The project is created in the stage you selected during setup. If you selected a draft or proposal stage, the project will not yet be visible to all team members or appear in active project views. Update the project stage when the project is ready to move to active delivery.

Next Steps

✅ Start your project planning
Learn how to create your project's plan in the Tasks tab.
Project Plan: How to Set Up Task Lists, Tasks & Milestones

✅ Set budget alerts
Configure budget alerts at thresholds of your choosing to make sure your team stays on track.
Project Alerts: How to Set Up Budget Alerts & Prevent Budget Overwrite

✅ Track Time and Expenses
Learn the different options to track time and expenses for your PSOhub project
Time & Expenses: Introduction to Tracking Time and Costs