Precursive 2.0
Resource Management
Resources

Resources

5 articles
PSXP2For Admins

Creating & Managing Resources

Learn how to create and manage Resources on the Precursive Platform

P2For Admins

Roles & Rate Cards

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

P2

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.

PSXFor Admins

Creating Resources with Data Loader

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

For Admins

Edit Resources in Bulk

Save time and edit multiple resource all together.