Resource Management (PSX)

(PSX) Creating & Managing Resources

Learn how to create and manage Resources on the Precursive Platform

(PSX) Roles & Rate Cards

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

(PSX) Creating Resources with Data Loader

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

(PSX) Edit Resources in Bulk

Save time and edit multiple resource all together.

(PSX) Precursive Plan

View your resources capacity and assign work from the Precursive Plan.

(PSX) Non-Working Days Visibility For Precursive Plan

(PSX) Color Code Your Projects

Color code your projects to quickly differentiate between project types or status

(PSX) Participant 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.

(PSX) 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.

(PSX) Recalculating Billable Utilization

Learn about the Utilisation calculations in Precursive and how you can manually re-run them.

(PSX) 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.

(PSX) Why do I see closed projects on Precursive Plan?

(PSX) Add custom fields to Resource

(PSX) Quick Bookings

(PSX) 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.

(PSX) Set Default Capacity Mode

Learn how to set up the default capacity view for your organization.