Precursive PSX
Project Management (PSX)
Project Management Configuration (PSX)

Project Management Configuration (PSX)

6 articlesAvailable forPSX

(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
Available forPSX

(PSX) Configuring Time Codes

Time Codes let you define what’s billable on your project to perfect your utilization and budget calculations.

For Admins
Available forPSX

(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
Available forPSX

(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
Available forPSX

(PSX) Budget Extension

Learn how you can extend Precursive core budget functionality with your custom code.

For Admins
Available forPSX

(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
Available forPSX