Please reach out to our support team if you have any questions or feedback.

Version 2.15

This release introduces new ways to organize delivery teams using Teams and Regions, improves performance in the Resource Plan, and adds a new Tasks popover to help users understand the work behind each Booking.

What's new:

• Teams and Regions — A new standardized model for structuring delivery groups and geographic areas across Resources, Projects, Phases, Time Off, and the Resource Plan. Replaces legacy Department and Location fields on Resources and Time-Off, extending Projects and Phases assignment with these, and enables clearer planning, segmentation, and reporting. More details: Teams and Regions

What's improved:

• Resource Plan Performance Boost — Resource Plan now loads significantly faster by fetching Bookings on-demand when expanding individual Resources, eliminating timeout issues for organizations with large datasets. This means initial load will be between 40-70% faster, but you may see some loading when expanding Resources.
• Tasks Popovers for Bookings — Hovering over a Booking in the Resource Plan now displays a detailed popover showing the Tasks that make up that Booking. Includes Project and Phase context, Start and End Dates, Planned Hours, and a scrollable list of all related Tasks with direct links.

Want more detail? Precursive 2.15 – Extended Release Notes and Enablement Guidance

Version 2.14

This release focuses on helping teams plan and deliver work more efficiently. It introduces the new Task Planner, giving every Contributor a clear view of their schedule.

What's new:

• Task Planner – Individual View — See all your assigned Tasks across Projects in one place. Plan your week, drag and drop to adjust timing, and log time directly from one place. Managing Tasks Across Different Views (Kanban, Gantt & Task Planner) is easier.

What's improved:

• Performance for Complex Projects — Working with large projects is now faster and more reliable — from assigning and updating tasks to adding timesheet rows and logging time. Imports, updates, and reschedules all run smoothly
• Project Access Level Validation — Simplified Time Entry for “Allow time entry for all Resources” Phases — no Participant assignment needed.

Want more detail? Precursive 2.14 – Extended Release Notes and Enablement Guidance

Version 2.13

This release brings key improvements to Project Budgets, designed to better support Managed Services delivery. New capabilities make it easier to automate Project creation, control Budget lifecycles, and forecast effort across both time-bound and ongoing service engagements.

What's new:

• Project Budget Expiration and Cancellation — Project Budgets can now be marked as Expired or Cancelled to reflect their lifecycle more accurately. Expired budgets naturally end when their usage window passes, while cancelled budgets represent work stopped early. Both statuses are excluded from rollups, ensuring cleaner reporting and governance. Learn more here.
• Enhanced Project Automation by Categories — Projects and Phases can now be automatically created and grouped from Opportunity Products at two levels. Projects can be split by Product or Project Category, and Phases can be grouped by Product or Phase Category. This enables, for example, a single Opportunity containing both Implementation and Managed Services to generate two separate Projects, each with its own Phase structure for delivery tracking and reporting.
• Simplified Phase Lifecycle Setup — Stage Process now uses Salesforce-native configuration. Phases follow defined Record Types and Paths, making it easier to set up and manage delivery lifecycles while providing teams with clearer guidance and more consistent reporting. Learn more How to build a Phase Stage Process?.

What's improved:

• Plan to Complete Enhanced — The definition of Plan to Complete fields has been updated to combine actuals from Timesheets with future planned work. This provides a forward-looking view of remaining budget and effort, giving Project Managers clearer forecasting and earlier signals for corrective action. Understanding Plan to Complete article is a guide that explains how the metric is calculated and how to configure it in your Project and Phase views.
• Project Budget Planned, Actual and Remaining Hours — Project Budgets in Hours/Days now include rollups of Planned, Actuals, and Remaining values. Rollups also extend to Fees/Hours/Days at the Phase level, providing better visibility into financials across scope and managed services budgets.
• Timesheet to Budget Linking — Ensured that Timesheet Entries associated with Tasks correctly inherit the Project Budget from the Task.
• Health Rating and Insights Validation — Added validation to prevent creating Health Ratings and Insights without linking them to a Phase.

What's fixed:

• Kanban and Gantt Loading — Fixed an issue causing infinite loading when Phase Header fields were inaccessible.
• Timesheet Entry Validation — Added safeguards to prevent Timesheet Entries from being removed in ways that could lead to data discrepancies.

The following manual steps are optional for this upgrade:

• Configure Stage Process to track Phase lifecycle and give teams clear visibility into progress at each stage.
• Configure the Product2 object to enable the new Project Budget structure, so that Projects and Phases can be created and grouped automatically by Categories. Detailed description can be found here.
• Apply updated Plan to Complete values on Archived Projects by temporarily disabling validation rules, running the Calculate Budget batch from HQ, and re-enabling validation rules — contact our Support Team if you’d like help with this.

Want more detail? Precursive 2.13 – Extended Release Notes and Enablement Guidance

Version 2.12

What's improved:

• Capturing Submitted Planned Hours: Implemented new logic to capture Planned Hours on Timesheets upon submission. This ensures that the Planned Hours values reflect those present at the time the user submitted the Timesheet.

What's fixed:

• Bookings Planned Hours accuracy - Resolved an issue where Planned Hours could appear as negative or inaccurate when effort was distributed across multiple days. Planned Hours now remain consistent with the Task estimate, avoiding over-allocation or negative adjustments.

Manual Upgrade Steps:

When upgrading, it is recommended to verify that the following Critical Updates have been successfully completed by navigating to Precursive HQ > Critical Updates.

• Populate Submitted Planned Hours - This version introduces new logic that captures Planned Hours on the Timesheet when a user submits it. To ensure consistency across all Timesheets, it is recommended to update all historical ones, which the post-install process does.

Want more detail? Precursive 2.12 – Extended Release Notes and Enablement Guidance

Version 2.12.1

What's fixed:

• Disable row reordering in Gantt grid

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.

Want more detail? Precursive 2.11 – Extended Release Notes and Enablement Guidance

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.

Related Resources

• Release Notes
• Release Notes Archive (2024)
• Release Notes Archive (2022)