From the Precursive HQ, you can manage and run Precursive Background Processes, such as budget, utilization and licenses calculations. 

You can do that by navigating to the Precursive HQ and scrolling to the bottom of the page. In the 'Precursive Configuration' section, you can find the 'Background Processes' tab. There you can manually run the calculations listed in this article.

Recalculate all Project, Phase and Participant Budgets, Plan and Actuals for Projects that are Active and have not been excluded from Budget Calculation through a Time Code setting.

Frequency: every 15 minutes

Recalculates Utilization records for all Resources for the period specified. Forecast Utilization is impacted by Bookings creating Planned Time on Timesheets. Actual Utilization is impacted from Timesheets being created and submitted.

Frequency: Daily

Identifies Resources without scheduled bookings and a timesheet for the last week and creates it so they are visible in the Overdue Timesheets report. This allows you to see if Resources not scheduled to any Project will show with an overdue Timesheet for the period.

Frequency: At the end of the week on Sundays

When the End of Month Timesheets are enabled in the Precursive Implementation Settings, this process will auto-approves short timesheets created for non-working days. Checks if the current timesheet covers the end of month and have any actual hours on it, if it doesn't and it's the end of month, then it auto-approves the short timesheet that was created for non-working days

Frequency: Weekly

That is to send Reminder Emails for overdue Timesheet and Approvals. 

Frequency: Based on the set times in the Reminder Schedules tab,

Recalculates the Holiday Allowance for each Resource that has Holiday Allowance enabled,

Frequency: Runs every night. Is is also calculated whenever a new holiday request is approved or the Annual Holiday Allowance is updated.

This automatically assigns a value to a field called 'License Type', which is in your Users records, based on what PSX Precursive Permission Sets are assigned to them. You can check PSX - Licenses, Permission Sets and License Types to see what License Type each Permission Set results in. When assigning Permission Sets to multiple users, you can make sure your reports on Licenses Utilization are up to date by manually running this process.

You can use the Reports Types 'Users' to report on this 'License Type' field and see how many Users you have assigned each License Type.

Frequency: Runs every night.

To enable Precursive for your users, you must also assign them a package license for the installed package.

I know it can be confusing, but a package license is different from a License Type..and from Permission Sets! If it helps, you can think of permissions as locks and of licenses as rings of keys. For them to use their Permissions Sets, they must have a license, which is the key that unlocks that permission. Don't worry too much about these differences though, this assignment is all automated for you!

After assigning your users the correct Permission Sets and running the License Utilization process (see above), all you need to do is clicking 'Run Now' under this component. And voitlà! All your users will be automatically assigned a PSX package license.