Knowledge Base
Precursive 2.0
Resource Management

Resource Management

Create Bookings and Resource Requests, and track Resourcing Capacity.

17 articlesAvailable forP2

Resources

Creating & Managing Resources

Learn how to create and manage Resources on the Precursive Platform

For Admins
Available forPSXP2

Roles & Rate Cards

Use Roles and Rate Cards to standardize your costs and rates for particular types of projects or clients.

For Admins
Available forP2

Creating & Assigning Skills

Skills can be created for qualifications or particular locations, and they are used to filter resources based on the Skills you have assigned them.

Available forP2

Creating Resources with Data Loader

Learn how you can create Precursive Resources in Bulk using Salesforce Data Loader

For Admins
Available forPSX

Edit Resources in Bulk

Save time and edit multiple resource all together.

For Admins

Resource Plan

Resource Plan

View your resources capacity and assign work from the Resource Plan.

Available forP2

Magic Assign

Magic Assign helps you staff high velocity projects, save time and increase utilization.

Magic Assign

Magic Assign helps you staff high velocity Projects, save time and increase Utilization by quickly identifying the most suitable Resources. You can now further refine assignments by filtering Resources by Role, Region, and Team, helping you focus on the most relevant delivery groups.

Available forP2

Resource Management Configuration

Color Code Your Projects

Color code your projects to quickly differentiate between project types or status

For Admins

Sharing & Project Access Levels

Control exactly who can see what across Resources, Projects and related records. This provides a flexible and secure solution for managing Project Permissions and Access Control, leveraging the trusted foundation of the Salesforce platform.

For Admins
Available forP2

Participants' Custom Fields

Participants' custom fields allow you to add and update important requirements or details about the allocation of a person to the project phase.

For Admins

Set up Public Filters

Learn how you can setup Public Filters on the Precursive Plan for your team to use when checking Resources capacity and navigating Resource Requests.

For Admins

Add Custom Fields as Filtering Criteria on the Precursive Plan

Learn how you can add new and custom fields as filtering criteria on the Precursive Plan.

For Admins

Set Default Capacity Mode

Learn how to set up the default capacity view for your organization.

For Admins

Proximity Search Configuration

Learn how to enable the Distance filters for Precursive Plan so that you can search for resources closest to your project site.

For Admins