For users to have access to Precursive, you need to assign them:

1. Package License: The Package License unlocks access to the application.
2. Permission Set Group: The Permission Set Group determines the Users access to Precursive functionality and their License Type.

If you have further questions about your Licenses, please reach out to your assigned Customer Success Manager or email customersuccess@precursive.com.
 

License Types

Precursive Licenses are offered based on two main factors: the platform’s features, called Product Modules, and the user’s capabilities, called User License Types.

Product Modules

With Precursive 2.0, we have combined our products into a single, unified application. In doing so we have also reorganized our offerings and updated our labels to: Core Platform, with add-on Modules. Below is a summary and visual of the changes:

• OBX (Onboarding Experience) has been entirely rebuilt as Project Management and Customer Workspace
• RCO (Resource Capacity Optimization) is now simply Resource Management 
• PSX (Professional Services Experience) is split into Revenue Management and Billing

How are existing licenses affected?
 

• OBX map to the "Project Management" module.
• PSX Licenses map to the "Revenue Management" module.
• RCO Licenses map to the "Resource Management" module.

User License Types

Precursive Licenses are defined based upon the level of access provided to Users. Precursive calculates the level of access and determines the License Type and Module for each User:

• Standard User (now incorporates Admin)
• Individual Contributor
• Read-only
• Non-Login Resource (Non-Human or Contact Resource)

User Type	Description
Super User	For the designated Precursive Super Users and Salesforce Admins to grant them permission to configure general settings, set up Rate Cards, Time Codes and Resources. Super Users can: View and Edit Projects & Phases Create Resource Requests and Bookings Monitor Phases & Project Financials Submit Timesheets, Expenses and Holiday Requests Configure Precursive from Precursive HQ Collaborate using Chatter Access Reporting & Dashboards
Standard User	For Project and Resource Managers to create resource requests and assign bookings, managing projects and tracking performance against planned costs, margins and revenues.  Standard Users can: View and Edit Projects & Phases Create Resource Requests and Bookings Monitor Phases & Project Financials Submit Timesheets, Expenses and Holiday Requests Collaborate using Chatter Access Reporting & Dashboards
Individual Contributor	For all users that are assigned bookings and scheduled to work. Individual contributors can view their schedule, get notified of upcoming project work, request time off, submit timesheets and expenses.  Individual Contributor can: View their Projects and Phases Submit Timesheets, Expenses and Holiday Requests Collaborate using Chatter Access Reporting & Dashboards
Read-only	For users who need to see information in Precursive. This could be Sales having visibility into pre-sales or delivery, Customer Success having visibility into services delivery and the health of Project, Executive viewing Reports and Dashboards, or any other group of users. Read-only users can: View all Precursive data Collaborate using Chatter Access Reporting & Dashboards Read-only users cannot: Edit any Precursive data Submit Timesheets, Expenses and Holiday Requests
Non-Login Resource (Non-Human or Contact Resource)	When creating a new Resource from the Precursive HQ, Admin users have the possibility to create new Resources from Users, Contacts or Non-Login Resources. When Resources are based on Users their License Type is based upon their Permissions. When Resources are Contacts or Non-Login (Non-Human) you will need to purchase Non-Login Resource Licenses. Non-Login Resource can: Be Booked to Projects and Tasks Contribute to Utilization and Financials Read-only users cannot: Login to Precursive See or Edit Precursive data Collaborate using Chatter Access Reporting & Dashboards

 

For a detailed breakdown of the Object and Field access different Permission Sets:

• Permissions by Feature Shared

Permission Set Groups

NOTE: To create and assign Permission Set Groups, you need to have the “Assign Permission Sets” permissions yourself. That is usually the case for a Salesforce Administrator.

Standard Permission Sets

Precursive Permissions is pre-installed with standard Permission Sets designed for providing a User access to a specific Product Module and User License Type.
 

Module	License Type	Permission Set Name	Description
Core Platform	Individual Contributor	Precursive Core Platform Individual Contributor	Provides read-only access to Projects and edit access to Timesheets.
Core Platform	Standard User	Precursive Core Platform Standard User	Provides edit access to Projects and Timesheets.
Core Platform	Super User	Precursive Core Platform Super User	Provides View All and Modify All access to Projects and Timesheets.
Core Platform	Read-Only	Precursive Core Platform Read-only	Provides base level read-only access to Projects and Timesheets.
Project Management	Individual Contributor	Precursive Project Management Individual Contributor	Provides access to Tasks and related information, including Gantt and Kanban views.
Project Management	Standard User	Precursive Project Management Standard User	Provides access to Tasks and related information, including Gantt and Kanban views and Sharing with Customers
Project Management	Super User	Precursive Project Management Super User	Provides View All and Modify All access to Tasks and related information, including Gantt and Kanban views.
Project Management	Read-only	Precursive Project Management Read-only	Provides read-only access to Tasks and related information, including Gantt and Kanban views.
Resource Management	Individual Contributor	Precursive Resource Management	Provides read-only access to Resource Management related objects, and access to the Resource Plan.
Resource Management	Standard User	Precursive Resource Management Standard User	Provides edit access to Bookings, read-only access to Resource Management related objects, and access to the Resource Plan.
Resource Management	Super User	Precursive Resource Management Super User	Provides View All and Modify all access to Resource Management related objects, and access to the Resource Plan.
Resource Management	Read-only	Precursive Resource Management Read-only	Provides read-only access to Resource Management related objects, and access to the Resource Plan.
Revenue Management	Individual Contributor	Precursive Revenue Management Individual Contributor	Provides read-only access to Financial fields on Projects and Phases and edit access to Expenses.
Revenue Management	Standard User	Precursive Revenue Management Standard User	Provides edit access on Project and Phases Financial fields, and Expenses, and read-only access to Financial configuration objects.
Revenue Management	Super User	Precursive Revenue Management Super User	Provides edit access on Financial fields, and View all Modify All access to Expenses and Financial configuration objects.
Revenue Management	Read-only	Precursive Revenue Management Read-only	Provides read-only access to Financial fields and Expenses.
Billing	Standard User	Precursive Billing Standard User	Provides read-only access to Billing fields on Projects, Phases, and Timesheets, end edit access to Invoices.
Billing	Super User	Precursive Billing Super User	Provides edit access to Billing fields on Projects, Phases, and Timesheets, and View All and Modify All access to Invoices.
Billing	Read-only	Precursive Billing Read-only	Provides read-only access to Billing fields on Projects, Phases, and Timesheets, and read-only access to Invoices.

 

Permission Set Groups

Permission Set Groups makes it easier to customize access in the future: 

• If you have created custom fields related to Precursive you can add your own custom Permission Sets to the Permission Set Group
• By using the standard Precursive Permission Sets they will be automatically updated as needed in future releases. 
• If there are permission you would like to suppress this can be done using Permission Set Group muting.

NOTE: Only add Module Permission Sets based on modules purchased.
 

Permission Set Group Name	Permission Sets	Resulting License Type
Precursive Super User	Precursive Core Platform Super User Precursive Project Management Super User Precursive Resource Management Super User Precursive Revenue Management Super User  Precursive Billing Super User	Standard
Precursive Standard User	Precursive Core Platform Standard User Precursive Project Management  Standard User Precursive Resource Management Standard User Precursive Revenue Management Standard User Precursive Billing Standard User	Standard
Precursive Individual Contributor	Precursive Core Platform Individual Contributor Precursive Project Management Individual Contributor Precursive Resource Management Individual Contributor Precursive Revenue Management Individual Contributor	Individual Contributor
Precursive Read-only	Precursive Core Platform Read-only Precursive Project Management  Read-only Precursive Resource Management Read-only Precursive Revenue Management Read-only Precursive Billing Read-only
Precursive Finance Users	Precursive Core Platform Super User Precursive Project Management Super User Precursive Resource Management Super User Precursive Revenue Management Super User  Precursive Billing Super User	Standard

Assign Permission Set Groups

Please see the Salesforce support articles below if you need a guide on:

1. How to Create a Permission Set Group
2. How to Assign Permission Set Groups

Customizing Permission Set Groups

If you need to extend permissions, e.g. provide access to new custom fields, then you can customize these Standard Permission Set Groups. However, you should avoid customizing Permission Sets directly.

• To expand permissions: you should create a new Permission Set that defines the Field Level Security for any custom fields that are created on Precursive objects. This Permission Set can then be assigned to one or more of the Permission Set Groups.
  
  NOTE: If you expand a users access and they enter a different license tier/type, you will be asked to correct that. Otherwise, you will be charged for the difference.

 

• To restrict permissions: e.g. if you want to hide costs from projects & phases for your standard users, you should mute that permission within the permission set group. See this Trailhead to learn how to Mute Permissions in Permission Set Groups