Precursive 2.0
Resource Management
Resources

Resources

5 articles

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