Introducing Precursive 2.0
OBX
Precursive 2.0
Project Management
Create Projects, manage Tasks, track Milestones Project Financials.
16 articlesCreating Projects
Learn how you can create a Project manually, by using Project Categories, or from a Project Template.
Adding & Editing Project Phases
Projects can go from simple to complex depending on the services or number of hours required. See how to add and edit phases.
Resourcing Modes
The Resourcing Mode decides how Bookings are created and effort is reflected in the Resource Plan.
Project Budgets
Project Budgets allow you to manage and track separate Budgets within a single Phase or across multiple Phases in a Project. In addition to one-off Budgets, automated creation of Budgets for recurring delivery periods is supported.
Baseline
Project Baseline allows you to take a current snapshot of the plan to compare your current plan to the Baseline in the Gantt view.
Time Codes
Understanding and tracking your team’s time is an essential aspect of professional services companies. Create Time Codes and define what parts of your projects should contribute to billable or productive time.
Managing Tasks Across Different Views
Precursive offers five dedicated views for managing Tasks, each designed to surface different aspects of your Project work. Whether you need a high-level visual timeline, a personal weekly schedule, or a detailed record of a single Task, there is a view to match your workflow. Use the links below to explore each view in detail.
Manage Task Contributors
A Task can have more than one person responsible for it. You can add Task Contributors to have more people collaborate on a Task.
View and Report on Tasks for Direct Reports
Use the “My Teams Task” checkbox to filter List Views or Reports to display tasks assigned to resources identified as your direct reports. A direct report is a resource with you listed as the supervisor.
Precursive Project Milestones
It’s good to know how your project is progressing, and it’s even better if you can link it to payments and revenue. This is what project milestones are about. Learn how to set them up and take your project planning to the next level.
Using Task Milestones to track Time to Value
Precursive allows you to track key metrics by creating Task Milestones and Milestone Measures to calculate the time between two events e.g. Kick Off and Go Live.
External Sharing & Customer Workspace
External Sharing is a frictionless way to share and communicate project updates with customers and other stakeholders. Customer Workspace provides a secure space to collaborate with your customer.
Avoid External Sharing pages showing in Web Search Results
If you use External Sharing on Precursive 2.0 or later then we recommend you follow the following steps to request that search engines do not index your External Sharing site.
How to Create and Edit Project Categories
Learn how to edit Project Categories to match your needs for reporting purposes and color coding of Projects on the Precursive Plan. NB Not Applicable to versions 2.0 and later
Customizing Project Budget Values
Learn how to customize the Project Budget Values used to calculate Project Financials
Add Custom Fields to Project and Phases
Add your own fields to Project and Phases modals and configure what fields are available when you create a new record. This is a great way to speed up your records’ creation and can be configured to match your business process.
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.