How to Build a Detailed Budget by Role and Resource in PSOhub

Published: 1 June 2026

Audience

• Admin
• Controller
• Project Manager

Objective

This article explains how to build a detailed budget by role and resource in PSOhub using the Budget tab. By the end, you will have a working budget linked to your contract lines, with hours and totals pushed to your financials and resource planning.

Set Up Your Budget

Steps

1. Open your project and click the Budget tab.

2. Click + Add Contract Line in the top right of the Budget page.

3. In the Add Contractline dialog, click the Contract Lines dropdown. A list of available contract lines from your project appears.

4. Select the contract lines you want to include in your budget. You can select multiple lines at once.

5. Click Add.

6. Each selected contract line now appears as a section in the budget.

Add Resources, Roles and Hours

Steps

1. Under the contract line you want to budget, click + Add resource or role.

2. The Add resource or role dialog opens. Fill in the fields using the table below as a guide.
   
   

   Field	Description
   Available project members	Select a team member already added to the project's Team tab.
   Other available resources (select a role first)	Optional. Add a resource from your organization who is not yet a project member. Select a role first to enable this field.
   Project role	Select the role to apply to this budget line. The role determines the selling rate and cost rate used.
   Description	Optional. Add a note to describe the purpose of this budget line.

    

3. Click Save.

4. Repeat steps 1-3 to add more resource or role lines under the same contract line, or under other contract lines.
5. In the Hours column of a budget line, enter the number of hours budgeted for that resource or role for the full duration of the project.

PSOhub automatically calculates the Total (Hours × Rate) and Total Cost (Hours × Cost Rate) and updates the Margin percentage. The Budget Totals row at the top of the page reflects the combined totals across all contract lines.

Update Your Financials and Planning

Once your budget is complete, use the Update button to apply it to your project's financials and resource planning.

Steps

1. Click Update in the top right of the Budget page.

2. The Update budget/planning dialog opens. Select the updates you want to apply using the toggles.
   
   

   Option	What it does
   Resource Planning	Pushes budgeted hours to the Resource Planning tab for each contract line and resource.
   Fixed Fee Amount	Updates the Amount field on fixed fee contract lines in the Financials tab to match the budget total.
   Contract Line Budget	Updates the Budget field on each contract line to match the budget grid totals.

3. Click Update.

PSOhub applies the selected updates. The Financials tab now shows the updated Amount and Budget values for each contract line.

Result

Your project budget is now configured with hours, roles, and resources per contract line. The budget totals are reflected in your project financials, and — if selected — resource planning hours have been pushed to the Resource Planning tab.

Next Steps

✅ Plan your resources using the budget as a baseline
Use your budgeted hours as the starting point for resource planning and start scheduling work for your team.
How to Plan Your Resources Once Your Budget Is Set Up as Your Baseline

✅ Review your project's estimated profitability
Compare budgeted revenue against cost rates to understand your expected margin before work begins.
Project Profitability: How to View Estimated & Actual Profitability in PSOhub

✅ Set up a budget template for faster project setup
Create a reusable budget template so you can build detailed budgets quickly without starting from scratch each time.
Budget Template: How to Set Up Your Project Budget Faster

Related Articles

• How to Set Up Roles and Rates in PSOhub
• Team Members and Rates in Your Project
• Project Alerts: How to Set Up Budget Alerts & Prevent Budget Overwrite in PSOhub