Introducing Precursive 2.0
OBX
Precursive 2.0
Resource Management Configuration
Color Code Your Projects
Color code your projects to quickly differentiate between project types or status
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.
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.
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.
Add custom fields to Resource
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.
Enable/Disable Quick Bookings
Set Default Capacity Mode
Learn how to set up the default capacity view for your organization.
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.