Introducing Precursive 2.0
OBX
Precursive 2.0
Project Management Configuration
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.