Precursive delivers a new version approximately every month. The 2026 releases are listed below, newest first.

Version 2.26

Released October 26, 2026

Version 2.26 introduces a single Resource Plan view that lists assigned Resources and open Resource Requests together, so you can see demand and assignment side by side and fill a request without leaving the plan.

What's new:

• Assigned Resources and Resource Requests in One View - View assigned Resources and open Resource Requests together in the Resource Plan, and assign a Resource Request without leaving the view. Learn more about the Resource Plan.

Want more detail? Precursive 2.26 – Extended release notes and enablement guidance

Version 2.25

Released September 25, 2026

Version 2.25 introduces the Precursive MCP Server, connecting MCP-compatible AI assistants such as Claude or Copilot directly to your Precursive data, and extends Precursive's permission and validation guardrails to every route, so that each action runs under the user's own permissions and Precursive validates it the same way, however you make it.

What's new:

• Precursive MCP Server - Connect any MCP-compatible AI assistant, such as Claude or Copilot, directly to your Precursive data. A curated catalog of tools lets the assistant read and act on Projects, Resources, Bookings, Tasks and Timesheets, always running as the connected user and staying within that user's existing permissions. Learn more about Precursive MCP.
• Precursive Guardrails on Every Route - Each action runs under the user's own permissions, and the checks that used to apply only in the user interface now apply on every route, including the API, Flows, Data Loader and AI assistants. Precursive updates its packaged permission sets automatically. Learn more in the Extended Release Notes.

Required after upgrading: users on Precursive's packaged permission sets need no action - Precursive adds the required field access automatically on upgrade. If you use custom or cloned permission sets, grant the additional field access to the sets that perform each affected operation before or shortly after you upgrade. See the Extended Release Notes for the exact field table.

Want more detail? Precursive 2.25 - Extended Release Notes and Enablement Guidance

Version 2.24

Released August 27, 2026

Version 2.24 introduces a new By Project grouping in the Resource Plan, one-click copying of Planned Hours to Actual on the Timesheet, and control over which Task Milestones and Task Categories are shared with customers in External Sharing and the Customer Workspace.

What's new:

• Group by Project in the Resource Plan - See Resources organised under each Project and Phase, so you can review delivery staffing in the context of a specific engagement. Learn more about the Resource Plan.
• Copy Planned Hours to Actual on the Timesheet - Copy Planned Hours into Actual in one step, at whole-Timesheet, Line Item or Row level, removing manual re-entry where Actuals mirror the plan. Learn more about Copying Your Timesheet.
• Share Task Milestones with customers - A new Shared with Customer flag brings Task Milestones and Task Milestone Measures into the same External Sharing and Customer Workspace model as Projects, Phases, Tasks and Lists. Learn more about Sharing Projects and Records with Customers.
• Share Task Categories with customers - The same Shared with Customer control now applies to Task Categories, so you decide which categories customers see.

Required after upgrading: to display Task Milestones externally (External Sharing, Customer Workspace, Partner Workspace), an admin must set the Task Milestone org-wide default External Access to Read Only (or create a Sharing Rule for Milestone where Shared with Customer = true) in Setup > Sharing Settings. Task Milestone Measure inherits this through its Master-Detail parent; Partner and Contractor Workspace are unaffected. See the Extended Release Notes for the exact steps.

Want more detail? Precursive 2.24 - Extended Release Notes and Enablement Guidance

Version 2.23

Released July 27, 2026

Version 2.23 introduces an expanded Resources view with richer filtering in Task Planner, the ability to add Tasks inline on the Gantt, and compatibility with Salesforce's new Cosmos (SLDS 2) design system.

• Task Planner - Expanded Resources and Filtering - See and filter a wider set of Resources in Task Planner, so Project Managers and Consulting Managers can manage workloads and assignments across full teams at once. To learn more, visit Task Planner article.
• Inline Task Creation on Gantt - Add new Tasks directly inline on the Gantt, without leaving the view or opening a modal. To learn more, visit Gantt article.
• SLDS 2 (Cosmos) Compatibility - Precursive components are tested and aligned with Salesforce's new Cosmos (SLDS 2) design system, working out of the box once it's enabled.

Required after upgrading: trigger the picklist values tile in Precursive HQ, see the Extended Release Notes for the exact step.

Want more detail?

Alongside these highlights, we’ve published an Precursive 2.23 – Extended Release Notes and Enablement Guidance for admins and power users. It explains in more details what changed, how these new features works in practice and how to ensure smooth enablement of these changes so you can benefit from these right after the upgrade with no impact on production.

Version 2.22

Released July 1, 2026

Version 2.22 introduces the ability to assign Customer Contacts directly as Participants and Task Contributors without a Resource record, support for custom domains in Experience Cloud, an update to how the Latest Health Rating is shown in Customer Workspace, an in-app Task Template Builder in BETA, Gantt and Kanban reliability improvements, and a switch to fixed-interval polling for live updates on all task boards.

What's new:

• Customer Contacts as Participants - Project Managers can now assign Salesforce Contacts directly as Participants on a Phase and as Contributors on Project Tasks, without requiring a Resource record. Contact Contributors appear in the Gantt, Kanban, and Task Table with an aqua avatar and do not generate Bookings or Timesheet entries. Learn more about Customer Contacts as Project Participants.
• Custom Domains in Experience Cloud - The Precursive HQ Sharing configuration now supports custom domain URLs, removing the previous restriction that prevented organisations using branded domains from configuring External Sharing correctly.
• Latest Health Rating in Customer Workspace - The Latest Health Rating field on Project and Phase records now returns only Health Ratings that have been shared with the customer, so the status visible in the Customer Workspace always reflects the most recent update they have actually seen.
• Task Template Builder (BETA) - Admins can now create and edit Task Templates directly within Precursive using a grid and Gantt view, with live validation before templates go live on Projects - no CSV export or Excel required. Learn more about Task Template Builder
• Gantt and Kanban Reliability Improvements - The save and refresh pipeline has been rebuilt to eliminate race conditions, duplicate task cards, and inconsistent UI state when making multiple changes in quick succession.
• Live Updates for Gantt, Kanban, and Task Planner - These views now use a lightweight polling mechanism instead of a Salesforce Change Data Capture subscription, reducing CDC usage and bringing live updates to Customer Workspace and Partner Workspace for the first time.

Want more detail? Precursive 2.22 – Extended Release Notes and Enablement Guidance

Version 2.22.1

Released July 15, 2026

What's fixed:

• Resolved a rendering error on the Kanban that could appear when navigating to a different tab on a Project or Phase while completed Tasks were on the board.
• Restored access to sub-tasks on the Kanban board in Customer Workspace after navigating between tabs.
• Holiday Requests now save decimal Hours Per Day values (e.g. 7.5) correctly. Previously decimals were truncated, resulting in inaccurate Days calculations.

Version 2.21

Released June 1, 2026

Version 2.21 introduces multi-task selection on the Gantt and Kanban for faster project management, more reliable and consistent dependency rescheduling across complex task structures, and a new Log Time Invocable Action for logging time from any Salesforce object via Flows and automations.

What's new:

• Multiselect Tasks on Gantt and Kanban - Select multiple Project Tasks at once to reorganise or delete them in a single action - no more repeating the same operation Task by Task.
• Dependency Rescheduling and Performance Improvements - Task dependency rescheduling now produces consistent, deterministic results across complex project structures, and large Task Templates with 500 Tasks now import without hitting Salesforce limits.
• Log Time Invocable Action - Log time against any Salesforce object using a new Invocable Action, enabling customers to build Flows and automations that report time directly into Precursive Timesheets without users needing to leave their working context.

Want more detail? Precursive 2.21 – Extended Release Notes and Enablement Guidance

Version 2.20

Released May 4, 2026

Version 2.20 introduces simplified Contributor reassignment via Magic Assign, drag-and-drop task structuring on the Gantt for faster work breakdown management, and the ability to delete Project Tasks directly from the Gantt, Kanban, and Task Planner.

What's new:

• Contributor Reassignment via Magic Assign - Reassigning a Resource on a Project Task is now faster and simpler - replace a Contributor directly from the Manage Contributor modal without having to manually deactivate and recreate them.
• Drag-and-Drop Task Structuring on Gantt - Drag and drop tasks on the Gantt to build and reorganise your work breakdown structure - indent, outdent, and nest tasks without leaving the view.
• Delete Project Tasks from Gantt, Kanban, and Task Planner - Task Owners can now delete Project Tasks directly from the context menu in any task view, with a confirmation modal and clear error messaging if deletion is blocked.
• Phase Resourcing Mode Switching - Phases can now be switched between Task and Booking Resourcing Modes even when Timesheets have been Submitted or Actual Hours have been logged, removing a restriction that was blocking legitimate workflow changes.

Want more detail? Precursive 2.20 – Extended Release Notes and Enablement Guidance

Version 2.19

Released April 7, 2026

Version 2.19 introduces Critical Path visualization on the Gantt to help Project Managers focus on what matters most, a streamlined Manage Contributor experience with Magic Assign and Add Participant directly in context, and enhanced Project Budget automation with Quantity Behavior support for services sold at variable quantities.

What's new:

• Critical Path on Gantt - Instantly identify which Project Tasks directly impact your Phase End Date with a new toggleable Critical Path visualization in the Gantt view - no more manually tracing Dependencies to understand schedule risk. Learn more about Gantt.
• Magic Assign and Add Participant in Manage Contributor Modal - Access Magic Assign directly from the Manage Contributor modal with automatic pre-filtering by Role and Task, and add new Participants without leaving your current workflow.
• Project Budget Quantity Behavior - Configure Products to automatically split Budgets per unit sold or scale effort by quantity, enabling accurate automated Project setup for services sold at variable quantities. Learn more about Project Budgets.

Want more detail? Precursive 2.19 – Extended Release Notes and Enablement Guidance

Version 2.18

Released March 12, 2026

This version introduces deeper Region hierarchy support with up to five levels of structure and inline Task Dependency editing directly in the Gantt view for faster project planning without leaving the grid.

What's new:

• Deeper Region Hierarchies & Team/Region Inheritance - Build up to five levels of Region structure and automatically inherit Region assignments from Projects to Phases, reducing manual setup when creating new Phases. Learn more about Teams and Regions
• Inline Dependency Editing in Gantt - Edit Task predecessors and successors directly in the Gantt grid using WBS keys, without opening individual task records - making project planning faster and more intuitive. Learn more about Gantt View

Want more detail? Precursive 2.18 – Extended Release Notes and Enablement Guidance

Version 2.17

Released February 9, 2026

This release introduces automatic Team and Region-based sharing for simplified group-level data access control, optimised Booking and Timesheet recalculations that process only affected Participants instead of entire Phases, and enhanced Magic Assign performance capable of handling 100+ Resources without hitting CPU limits.

What's new:

• Team & Region-Based Sharing Automatically share Projects, Phases, and Resources with your Teams and Regions - no more manual sharing rules needed for group-level access control.
  Learn more about Teams and Regions.
• Contextual Booking & Timesheet Recalculations - Booking and Timesheet recalculations now process only affected Participants instead of entire Phases, improving performance on large Projects.
• Magic Assign Performance for Large Resource Pools - Magic Assign now handles organisations with more than 100 Resources matching a filter criteria without hitting CPU limits - no more timeout errors when finding the right person for the job.
  Learn more about Magic Assign.

Want more detail? Precursive 2.17 – Extended Release Notes and Enablement Guidance

Version 2.16

Released January 16, 2026

This release introduces recurring Project Budget automation for subscription-based services, enhanced filtering in Magic Assign to narrow down Resource suggestions by Role, Team, and Region, and the ability to print Gantt charts for easier stakeholder communication.

What's new:

• Magic Assign filters by Resource Role, Team, and Region — Narrow assignment suggestions using organizational and role-based filters to find the right Resources faster while keeping best-fit scoring unchanged. See the Magic Assign documentation for more details.
• Recurring Project Budgets Automation — Automatically create Project Budgets for recurring services (monthly, quarterly, or annual), reducing manual setup and ensuring budgets align with how services are sold. See the Project Budgets documentation for details.
• Gantt Print Support — Print or export Gantt plans directly from Precursive to share timelines, dependencies, and schedules with stakeholders more easily. See the Managing Tasks Across Different Views (Kanban, Gantt & Task Planner) documentation for details.

Want more detail? Precursive 2.16 – Extended Release Notes and Enablement Guidance

Related Resources

• Release Notes Archive (2025)
• Release Notes Archive (2024)
• Release Notes Archive (2022)