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Quote Profitability: How to View Estimated Profitability in PSOhub

Learn how to view and enter estimated profitability data in a quote to assess whether a deal is financially viable before it becomes a project

Published: 1 June 2026

Audience

This article is intended for:

  • Administrators responsible for configuring roles, cost rates, and financial settings required for profitability calculations
  • Controllers reviewing quote margins and validating financial assumptions before approval
  • Project Managers assessing whether planned delivery is feasible and profitable
  • Sales Reps evaluating deal profitability before sending a quote to a customer

Objective

This article explains how to view estimated profitability in a quote in PSOhub, including how to enter cost and selling rates manually and how profitability data carries through to a project once a quote is signed.

Prerequisites

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

 The quote must already exist and contain at least one contract line.

 Roles and rates must be configured on your PSOhub account.

 💡 Tip: Profitability data from your quotes is also available in the PSOhub OData feed for           custom reporting in Power BI or other reporting tools.

Open the Estimated Profitability View

  1. Open the quote you want to review.
  2. Click the Financials tab.
  3. Click Estimated Profitability.

The view switches from the standard contract view to the profitability breakdown. You will see Selling, Budget (Costs), Profit, and Margin % columns for each contract line and group.

Understand the Profitability Fields

 The following fields are displayed in the Estimated Profitability view:

Field Description
Selling Your budget based on the selling rate. For Fixed Fee, Retainer, Product, and Expense Fixed Fee lines, this reflects your budget based on the selling rate. For T&M and Expense lines, this is the budget or estimate agreed with your client.
Budget (Costs) Your internal budget based on the cost rate. Applies to Fixed Fee, Product, and T&M lines. Can be entered manually or populated automatically via the Budget sheet.
Profit Selling minus Budget (Costs).
Margin % The calculated profit margin based on the Selling and Budget (Costs) values.

📌 Note: If Budget (Costs) is populated via the Budget sheet, hours are multiplied by the             selling and cost rate of each role. The totals are posted automatically into Selling and             Budget (Costs).

Modify Profitability Values Manually

If you want to set or adjust the cost budget for a contract line directly:

  1. In the Estimated Profitability view, click the contract line you want to update.
  2. Enter the Selling and Budget (Costs) values.
  3. Click Save.

Profit and Margin % update automatically once the values are saved.

Result

The estimated profitability is saved against the quote. Contract totals for Selling, Budget (Costs), Profit, and Margin % are visible at the top of the Estimated Profitability view across all contract groups.

When the quote is signed and converted to a project, the estimated profitability data carries through to the project automatically.

 💡 Tip: Actual profitability for the quote becomes visible once the project is underway                   and your team begins logging actual time and expenses on the project.

Next Steps

✅ Sign and convert your quote to a project
Once your quote is finalized and profitability looks good, send it to your client for signing and convert it into a project.
How to send and sign a quote in PSOhub

✅ Monitor margins for the actuals related to your quote
Track actual profitability against your quote as your team logs time and expenses.
View the profitability of your Projects

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