Introducing Precursive 2.0
OBX
Precursive 2.0
Project Management (PSX)
10 articlesAvailable forPSX
(PSX) Creating Projects
Learn how you can create a Project manually, by using Project Categories, or from a Project Template.
(PSX) Adding & Editing Project Phases
Projects can go from simple to complex depending on the services or number of hours required. See how to add and edit phases.
(PSX) Time Codes
Understanding and tracking your team’s time is an essential aspect of professional services companies. Create Time Codes and define what parts of your projects should contribute to billable or productive time.
(PSX) Precursive Project Milestones
It’s good to know how your project is progressing, and it’s even better if you can link it to payments and revenue. This is what project milestones are about. Learn how to set them up and take your project planning to the next level.
(PSX) 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
For Admins
(PSX) Configuring Time Codes
Time Codes let you define what’s billable on your project to perfect your utilization and budget calculations.
For Admins
(PSX) Default Activity & Expenses Categories
When your projects should have the same activity and expenses categories, you can set them up as defaults so that your Project Managers don't have to add it manually for each project.
For Admins
(PSX) 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.
For Admins
(PSX) Budget Extension
Learn how you can extend Precursive core budget functionality with your custom code.
For Admins
(PSX) Give Users or Profiles Permissions to Edit Projects they Don't Own
Learn how to assign a profile or Users the relevant permissions to modify Projects they don't own on behalf of other team members.
For Admins