Please reach out to our support team if you have any questions or feedback.
Version 2.11
What's new:
Partner Workspace — Partner Workspace is a secure portal enabling external partners—such as systems integrators, contractors, and consultants—to manage projects they are delivering with you. Partner Workspace centralizes key delivery components including, project plans, milestones, tasks, RAID logs, health status, timesheets, and expenses to ensure smooth collaboration between internal teams and external delivery partners. Learn more here, or contact customersuccess@precursive.com to learn more about Partner Workspace.
What's improved:
New License Type for Partners — To support the new Partner Workspace a new user is identified as a Partner when: Contact and User are linked on the Resource record, User Type is not Standard, User is Active
Project Health Ratings — To simplify Health Ratings, we are deprecating the “Apply to Entire Project” feature. Health Ratings will now be applied directly at the Phase level.
Custom User Settings Mapped to Project Access Levels — To support the Private Sharing Model, Custom User Settings that previously restricted access to certain records have been replaced with Project Access Levels. This ensures a smooth transition and provides more granular control over Project-related data for each Participant. Learn more here.
What's fixed:
Enhanced Task Template Support – Improved handling of large and complex Task Templates, now supporting up to 500 tasks.
Project Budget Automation – Negative Opportunity Line Item quantities will no longer trigger automatic Project or Phase structure creation.
Subtask and Parent Task Sharing – Updated customer sharing rules to ensure sub-tasks can only be shared if their Parent Task is also shared. This prevents inconsistencies when granting customers access to tasks.
Expense Record Ownership – The Owner of an Expense record is now always a Resource, rather than the user who created it. This change improves consistency and aligns with recent sharing enhancements.
Editing Time Entry Settings for Public Phases – Users can now edit the “Allow time entry outside of bookings” setting when the Phase is Public in the Participant Edit modal.
Date Filtering in Resource Plan – Fixed an issue where Custom Filtering Fields based on Date fields were not working correctly in the Resource Plan.
Manual Upgrade Steps:
⚠️ The following manual upgrade steps are required:
Project Access Level Defaults – Project Access Level is a new object that is responsible for defining access on Project, Phase and all related records (and operations) for each Participant individually. It is recommended that you create Default Project Access Levels for each Role. Learn more here.
Project Health Page Layouts – With the “Apply to Entire Project” feature deprecated in this version, it is recommended to remove the field from the Health Rating layout, Health Rating header, and Health Rating related lists on both the Project and Phase layouts.
When upgrading, it is recommended to verify that the following Critical Updates have been successfully completed by navigating to Precursive HQ > Critical Updates.
Recalculate Task Sharing Logic Based on Task structure — In this version, sub-tasks can only be shared externally if their Parent Task is also shared. To enforce this rule for existing data, the post-install process includes logic to recalculate sharing flags across all Task structures.
Map User Settings into Project Access Levels on Participants — To align with the Private Sharing Model, Custom User Settings that restricted access to certain records have been replaced. A mapping system has been introduced to convert deprecated Custom Settings into Project Access Level records. This ensures a smooth transition and allows access to Project-related data to be managed individually for each Participant, providing greater control and flexibility. Learn more here.
Version 2.10
What's improved:
Licenses Management Reporting – The Organizational Info and Licenses section is now available in Precursive HQ, providing better visibility into license usage.
Sharing & Project Access Level Enhancements – Added Timesheet support for Partner Workspace along with various improvements to Project Access Levels.
What's fixed:
Email Setup Links – The “Set up email links” option has been restored in Precursive HQ > Background Processes after being accidentally removed.
Tasks on Gantt Incorrectly Showing as Complete – Fixed an issue where incomplete tasks appeared with a strike-through line, making them look like completed or canceled tasks.
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.9
What's new:
Task Email Notifications — Stay on top of your tasks with the new email notifications! You can now subscribe to receive updates when a contributor is assigned or a task is completed. Manage your notification preferences directly in My Precursive for a tailored experience.
Project Private Sharing — Gain more control over Project access with improvements to support Salesforce’s Private Sharing Model. Private Sharing allows fine-grained control of who can see what. Learn more about Sharing & Access Control.
What's improved:
Configurable Gantt Chart Columns — Tailor your Gantt chart to fit your workflow! You can now configure up to 10 fields to display as columns. Each user can choose which fields to show and arrange them in their preferred order, ensuring a personalized view for better project management.
What's fixed:
Gantt Add Task Improvements – Resolved an issue where the Gantt chart failed to refresh after adding tasks using the “Add Task” or “Import Template” options from the Phase Context menu.
Gantt Managed Dependency Improvements – Fixed a crash that occurred when adjusting task dependencies through the Manage Dependencies modal.
License Report Email – License report emails are now correctly sent to recipients when triggered manually.
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.8
What's new:
Export to Excel from Gantt — Export the Gantt chart to Excel, providing an alternative to External Sharing or Customer Workspace for when you need to share project plans in a simple, accessible format.
What's improved:
Planned and Actual Hours on Kanban — Task Cards on Kanban now display both planned and actual hours, making it clear how much time has been entered and how much remains on each task for clearer time management.
Timesheet Required Hours Per Week — Required Hours per Week Timesheet Validation has been improved for cases where the Timesheet is split across the end of month (for example where the end of the month is mid-week). When submitting the first part of the timesheet the hours will be validated against the "Required Hours per Week". Then when submitting the second part of the week, the hours from the first part and the second part will be included when validating against the "Required Hours per Week"
Task Template Optimization — Performance and scalability improvements have been made to Task Template validation, ensuring smoother setup, especially for large and complex Task Templates.
Budgets from Opportunity Line Item Issue Resolved — An issue with creating budgets from Opportunity Line Items with long Opportunity Product Names has been resolved.
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.7
What's new:
Private Sharing Model for Resources — Control visibility and edit access to Resources using Salesforce Sharing Rules. For larger teams where you want to restrict visibility for groups of Resources based on rules.
Task List Path Component — A new component available on the Project Task Record Page, providing a visual representation of task progress. This component displays the Lists for the Phase as a path or breadcrumb, allowing users to easily update the Project Tasks List.
What's improved:
Gantt Enhancements — Gantt now displays the Task Contributors and the Task List name. Completed tasks are now shown with a strikethrough for easier identification.
Shared with Customer Indicators on Gantt and Kanban — In both the Gantt and Kanban view, users can now identify Tasks that are shared with customers through External Sharing and Customer Workspace.
Faster Task Completion When Logging Time — Marking a Project Task as Completed is now simpler when logging time. After logging time against a specific task, users will see a new “Mark as Complete” button within the Log Time modal. This allows tasks to be quickly marked as complete right after time is logged, streamlining the task management process and saving time.
Colored Labels for Timesheet Lines — The labels and colors for statuses displayed at the Timesheet Line level now match those shown at the Timesheet level. This ensures a clear and consistent representation of status colors, such as green for completed and Blue for Planned, and Red for Rejected.
What's fixed:
Improved Large Template Import — Enhancements have been made to the Template Import process, ensuring better support for large and complex Task Templates.
Manual Upgrade Steps:
ℹ️ Task List Path Component — If you have customized the Project Task Lightning Record Page you will need to manually add the "Precursive Task List Path" component to your custom Record Page.
ℹ️ Private Sharing Model for Resources requires configuration to enable. If you are interested in this feature please contact support@precursive.com.
Version 2.6
What's new:
Inactive Contributors — We’ve introduced a new feature that allows you to mark Contributors as “Inactive” on a Task. This is particularly useful when a Contributor who was initially assigned or who logged time against a Task is no longer actively working on it. By marking them as Inactive rather than removing them entirely, you can preserve historical data for accurate reporting while clearly displaying which Contributors are currently Active.
Magic Assign from Resource Plan — We’ve added the ability to launch Magic Assign directly from the Request Mode within the Resource Plan. This enhancement streamlines your workflow by allowing you to quickly access and utilize Magic Assign without leaving the Resource Plan interface, making Resource allocation faster and more efficient.
What's improved:
Mobile Timesheet — We’ve updated the Mobile Timesheets to include the latest enhancements from the desktop version, ensuring a more seamless and consistent user experience across all devices. How to Access Precursive Mobile.
Improved Control Over License Assignment and Consumption — We’ve introduced new options to give you more control over how licenses are assigned and consumed by users. You can now define the License Type assigned to each Resource, as well as specify the Product Modules that each user should have access to. While Precursive does not currently restrict access based on these license settings, it will validate that the permissions assigned to users do not exceed the access limits associated with their assigned licenses. This enhancement helps ensure that your license usage remains aligned with your organizational policies and compliance requirements.
Removal of Product Usage Analytics — In line with our commitment to privacy and security, we have removed the collection of product usage analytics within Precursive. This change means that we no longer collect any user-identifiable information, and no data leaves your Salesforce environment. This update underscores our focus on protecting your data and ensuring a more private and secure experience for all users.
Improved Contributor Limits — The limit for Contributors on a Task has been updated to focus only on Active Contributors. The system now supports a maximum of 5 Active Contributors per Task. Inactive Contributors do not count towards this limit, providing more flexibility in managing team assignments and resources.
What's fixed:
Improvement to the scheduling of background jobs (BuildBookingsFromBoardsBatch) to avoid Flex Queue Limits.
Resolved issue where a Successor Task is not scheduled if first Predecessor Lead/Lag is blank.
Resolved issue where adding or removing a dependency from Manage Dependency on the Gantt was not refreshing the view of the Gantt.
Resolved issue where invalid characters were being shown in the Task component from within External Sharing or Customer Workspace
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.5
New Features:
Magic Assign —Staffing your high-velocity Projects is now easier than ever with the new Magic Assign feature. With just one click, you can automatically assign the most suitable Resources to each Project. If you’re already utilizing Task-based Resourcing Mode, Magic Assign will swiftly help you find the best match for any Role or Task, ensuring that your Projects are staffed efficiently and effectively. Learn more about Magic Assign.
Baseline — We’ve introduced a new “Set Baseline” option at both the Project and Phase levels. This feature allows you to capture a snapshot of your current plan, including Task dates. Once a Baseline is set, you can easily compare your ongoing plan against this Baseline in the Gantt view, providing valuable insights into Project progress. You can update the Baseline at any time to reflect a more current snapshot, but please note that setting a new Baseline will overwrite the existing one.
Utility Bar Components — You can now add Timesheet, Expenses, and Approvals as Utility Bar Components within your custom apps. This enhancement allows for quicker access to these essential features, streamlining your workflow and improving efficiency by making them readily available in the Utility Bar of your Salesforce environment. Learn more about Utility Bar Components.
What's improved:
Tags are now Skills — To better reflect their purpose, Tags have been renamed to Skills. In addition to this change, you can now assign a Skill Level (ranging from 1 to 5) to each Resource. These Skill Levels can be utilized with the Magic Assign feature, allowing you to filter and match resources more effectively based on their expertise and proficiency.
Flexible Project Scheduling — To simplify Project scheduling, we’ve relaxed the validation rules that previously required Bookings to fall within the Phase timeline, and Phases to stay within the Project timeline. You can now schedule or move Bookings outside these ranges, providing greater flexibility in managing your Project timelines. However, the original Project and Phase schedules will still be visible for reference. Note: If you need to enforce these controls, you can add a Validation Rule. Additionally, new fields on the Phases and Bookings allow you to compare their dates for better oversight.
Kanban Filtering — We’ve introduced a new filtering feature on the Kanban board, allowing you to filter through all Tasks and Subtasks. This enhancement makes it easier to locate hidden Subtasks, ensuring you can quickly find and focus on the specific items you need within your Kanban view.
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.4
What’s new:
Project Budgets —If Projects origin from the Opportunity with linked Products, and Products have defined list of activities, Projects & Phases structure will be created to support and decrease admin time for setting up new Projects that have already proven process
Customer Workspace — Collaboration inside Projects, Phases, and Tasks with customers is now possible through the Customer Workspace setup via Experience Cloud. This feature allows you to provide authorized access to internal data, enabling customers to collaborate directly within the project environment. With Customer Workspace, you can enhance communication and streamline project workflows by involving customers in real-time updates and decision-making processes.
Milestone Timeline — The new Milestone Timeline Component offers a detailed perspective on a Phase by displaying Task Milestones on a single timeline. This feature helps you understand the time between Milestones, making it easier to identify potential process improvements. This component is available in the Customer Workspace and for External Sharing, providing a simple high-level timeline for the Customer.
Import Template Wizard — Users can now import single or multiple Task Templates from the Templates Library directly from the Phase Record Page, Gantt, and Kanban views. The new dedicated UI simplifies the process, allowing you to quickly integrate predefined templates into your projects, streamlining task setup and ensuring consistency across your workflows. This enhancement makes it easier to apply standard processes and reduce setup time for recurring project phases.
What’s improved:
Manage Dependencies directly on Gantt — Users can now manage task dependencies directly on the Gantt chart with a simple drag-and-drop interface. This new feature allows you to quickly and visually connect tasks, making it easier to adjust project timelines and ensure that all task dependencies are accurately reflected. This intuitive approach enhances project planning efficiency and helps maintain the integrity of your project schedule.
Project and Phase: Record Types deprecated — Starting from this version, new customers will no longer have distinguished layouts and behavior based on Record Types for Projects and Phases. While existing customers will retain their current layouts, the underlying logic will no longer be dependent on Record Types. This change simplifies the setup process for new customers and streamlines the management of Projects and Phases, ensuring a more consistent user experience across the platform.
Resolved error when hovering over link icon from Precursive HQ.
General improvements and feature enhancements on Kanban and Gantt.
Manual Upgrade Steps:
✅ No manual upgrade steps required.
Version 2.0 - 2.3
What’s new
Precursive 2.0 — A new version of Precursive that combines PSX, RCO, OBX, and Connect into one easy-to-use product. What’s new in Precursive 2.0.
Manual Upgrade Steps:
⚠️ IMPORTANT: Please contact Precursive Support before upgrading from 1.90.9 or earlier to 2.0 or later.
