Skip to content
English
  • There are no suggestions because the search field is empty.

How to Create a Project in PSOhub by Searching a HubSpot Deal

Learn how to search for a HubSpot deal in PSOhub and create a project from it directly

Published: 18 October 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to create a project by searching for a HubSpot deal from within PSOhub. When you create a project this way, PSOhub automatically pulls the deal name, description, currency, and deal amount across from HubSpot, saving you time and keeping your data consistent.

Prerequisites

 You must have Admin, Controller, or Project Manager access in PSOhub.

 Your HubSpot account must be connected to PSOhub.

 The deal you want to work with must already exist in HubSpot.

Steps

  1. Navigate to Projects in the main menu.
  2. In the Projects overview, click +Create project.
  3. In the window that appears, click the HubSpot tile.
  4. In the search field that appears, enter the name of the deal — you can type the first few characters — and click Search.
  5. Select the deal you want to create a project from.
  6. The Let's start with your project! window opens, pre-populated with data from the selected opportunity. Select a contract template to define the billing structure for this project.

💡 Tip: The project name defaults to the name of the opportunity. You can update it here            if needed.

     7.    Review and complete the fields in the right-hand pane. Click Next Step.

         8.    In the Settings step, select your Target Start Date and Expected End Date. Switch on the                       Auto Completion toggle if you want to update contract lines automatically based on task                       completion.

         9.     Click Next Step.

         10.   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.

           11.   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. 

           12.   Click Create Project. 

    Result

    Your project is created and you are taken directly into the project view. PSOhub automatically populates the project with the deal name, description, currency, and deal amount from HubSpot. A link back to the original HubSpot deal is visible in the left panel.

    📌 Note: The right-hand panel displays the company and contacts associated with the                HubSpot deal. PSOhub also imports all contacts in HubSpot related to that company.

    Troubleshooting

    The HubSpot tile is not visible when I click +Create project.
    Your HubSpot integration may not be connected or may need to be re-authorized. Go to Settings > Integrations > HubSpot and check the connection status.

    My deal does not appear in the search results.
    Check that the deal exists in HubSpot and that its name matches what you are searching for. Try searching with fewer characters. If the deal was created recently, allow a few minutes for the sync to complete.

    The currency on the project is incorrect.
    The project currency is inherited directly from the HubSpot deal. If the currency is wrong, update it on the deal in HubSpot first, then create the project again.

    Frequently Asked Questions

    Can I create a project from a HubSpot deal directly inside HubSpot?
    Yes. There are two methods for creating a project from a HubSpot deal. This article covers searching from within PSOhub. The alternative method — initiating project creation from within HubSpot — is covered in this article: How to Create a Project from a Deal in HubSpot.

    Can I change the project name after creation?
    Yes. Click Edit (pencil icon) at the top of the left panel in the project view to update the project name and other details at any time.

    What happens to the HubSpot deal after the project is created?
    The deal remains in HubSpot and is linked to the project. A direct link to the deal is displayed in the left panel of the project in PSOhub.

    Can I add team members after the project is created?
    Yes. You can skip the team step during setup and add resources later from within the project.

    Next Steps

    ✅ Start booking time on your project
    Now that your project is active, team members can begin logging time against it.
    How to Book Time on a Task in PSOhub

    ✅ Create your budget
    Define how hours and costs will be tracked by configuring the budget grid on your contract.
    How to Create a Detailed Budget by Role and Resource

    ✅ Learn more about Projects, Contracts and Plans in PSOhub
    Learn how projects, contracts, and plans connect, giving you full visibility of delivery and financials.
    Understanding Projects, Contracts and Plans in PSOhub

    Related Articles