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How to Create a Project in PSOhub

Learn to set up a standalone project, configure key fields, add a contract template and team members, and get your project ready for tracking and billing

Published: 19 October 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 customeraccount 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: Let's start with your project!

  1. Navigate to Projects in the Main Menu.

  2. Click +Create project.

  3. In the Let's start with your project! dialog box, type the Project Name and select the Customer.

  4. Select the relevant Contract template. Plan template and budget template are optional and may also be applied here.

  5. Select the Project manager, if known.

  6. Select the Business Unit.

  7. Select a Project Type.

  8. Select the Currency.

  9. Select Due Days Invoice.

  10. Select the Project Stage from the drop-down menu. Options include Proposal, Scoping, Active, Closed, and Archived.

    Project-Management-Creating-projects-How-to- create-a-project-in-PSOhub (1)

  11. Next, switch the toggles ON for Internal Project and/or Service Project if applicable.

  12. Click Next Step.

Step 2: Settings

  1. In the Settings step, select your Target Start Date and Expected End Date.

  2. Switch on the Auto-Completion toggle if you want to update contract lines automatically based on task completion.

  3. Click Next Step.

     

 📌 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.


Project-Management-Creating-projects-How-to- create-a-project-in-PSOhub (2)

Step 3: Team & Rates

  1. It's time to add your Team & Rates. You can filter by Resource, Role, and Business Unit. 

💡 Tip: You can also use the Start from a default team filter at the top or use the Recent            drop-down to retrieve teams from your most recent projects.

 💡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.

       2.    Select the users from the Available Resources list and click + to add them to the team. The                     selected users will appear in the Project Team field.

Step 4: Create the Project

  1. Click Create Project.
    The following window shows the workflow for creating the project:
    Project-Management-Creating-projects-How-to- create-a-project-in-PSOhub (8)
  2. Click Close.
 

Project-Management-Creating-projects-How-to- create-a-project-in-PSOhub (9)

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.


Project-Management-Creating-projects-How-to- create-a-project-in-PSOhub (10)

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 and 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 in PSOhub

✅ 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

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