About
Required Steps
Project Types is now Replaced by Time Codes!
When you upgrade, we automatically create Time Codes for your Project Types (Billable and Non-Billable). You can access them from the 'Precursive HQ' tab or directly from the 'Time Codes' tab. Your 'Project Types' are automatically migrated to Time Codes and the Type field is now deprecated. However, you might want to use some additional options available. To do that, please
Configure Time Codes.
Deprecating Legacy 'My Precursive' Tab
As this version includes a new version of the 'My Precursive' page and the installation process doesn’t remove the previous version, please make sure you remove the old tab manually by following the steps below:
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Navigate to the Setup
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Search for Tabs
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In the section with Lightning Component Tabs remove My Precursive by clicking the Delete button.
Assign Approvals Permission Set
In order to make it available for your approvers, you will need to assign it to them. To do so:
As in this version we have introduced a new page and component for Approvals, we have introduced new permission set for Approvals.
- Navigate to Setup and then search for 'Permission Sets'
- Assign the new permission set ‘Precursive Approvals’ to all the users who are approvers in your organization.
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If you use approvals only for Precursive processes, then you can remove access to the Approval Requests tab from user profiles that use Precursive.
If your approval path is set to Line Managers, you can easily check the list of all supervisors from the Resources tab from Precursive HQ. If your approvals are set to Project Managers, then check the list of all project owners from the Precursive Project tab. You can also run a report on Resources including the Supervisor field or a report on Projects including the Owner field.
Update Custom Permission Sets with New Custom Permissions
Due to security improvements, we have been working on, the access to the Budget Information tab has now been moved to a Custom Permission on permission sets instead of the Custom Setting in Precursive User Setting. The new Custom Permission is now assigned by default to the Project Manager and Super User permission sets. If you use custom permission sets for your users, you will need to update those that are used by Project Managers and Super Users to include the preempt.Budget Info custom permission.
Update Custom Permission Sets & Profile with New Apex Classes and Custom Fields
If you use custom permissions sets or profiles, you will need to adjust them manually with some new apex classes and accesses to object and fields. If you use our out of the box permissions, you don't need to take any action as these are updated automatically. Here you can find the full list of new items:
New Apex Classes introduced for Utilization Calculations and End of Month Timesheets Approval:
- AutoApproveEOMTimesheetBatch
- AutoApproveEOMTimesheetBatchTest
- AutoApproveEOMTimesheetScheduler
- AutoApproveEOMTimesheetSchedulerTest
- UtilisationCalculationBatch
- UtilisationCalculationBatchTest
- UtilisationCalculationScheduler
- UtilisationCalculationSchedulerTest
New fields on Objects:
- Resource object: Location - read access is required for everyone, full access is required for admins
- Time Off object: Location - read access is required for everyone, full access is required for admins
- Timesheet object - read access is required for everyone, full access is required for admins
- Utilization object - everyone requires full Create, Edit, Delete, View All and Modify All, everyone requires read access to all fields and edit access to the following fields: Owner, Start Date, End Date, Resource.
Custom Permissions on permission sets:
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Open the permission Sets to which you want to add access to the Budget Info tab
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Click on Custom Permissions -> Edit
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Add preempt.Budget Info
Related Resources
Precursive PSX - Release NotesHow to upgrade to the latest Precursive PSX/RCO version?
