top of page
Search

PRECURSIVE SPRING RELEASE ‘21

Updated: Nov 29, 2023

Watch our Spring '21 Release Highlights Webinar or have a 5 minute read to learn what great features we’ve worked on since the last Winter ‘21 release!



From Precursive PSX:


😎 FORECAST DEMAND

💰 PROJECT BILLING

🔑 PARTICIPANTS COSTS & RATES

🔄 IMPROVEMENTS TO ROLES MANAGEMENT


From Precursive OBX:


❤️ BOARD HEALTH

✔️ BOARD INSIGHTS

📩 EXPORT PLAN

📋 CUSTOMIZABLE PLAN VIEW



FORECAST DEMAND


For most of you, every customer project starts with an opportunity before it’s Closed Won.

The tricky part is when your pipeline grows and you have to figure out if you’re able to fulfill the demand. Our new extended data model for resource requests and the Precursive Forecast Demand dashboard is here to help to identify the trends and understand in advance what are the upcoming challenges that you may face in your Resourcing team.




PROJECT BILLING


When providing professional services there is always a billing element. This consists of invoicing the customer for the work delivered, receiving payment, and recognizing revenue. When it’s hard to figure out what should be billed, it’s also then hard to get the payment on time. Precursive will help you to get paid faster by giving you the ability to invoice multiple times during the project. It’s never been easier. While you are running your project and your team submit their timesheets or expenses, and whenever it’s time to send the invoice to the customer all you need to do is to select for which time period you want to create an invoice, and Precursive will take you through this process smoothly.

This is a pilot version of that feature, so we will be more than grateful to get some feedback from all of you. You can reach out to us via productteam@precursive.co.uk. In the future, we expect Project Billing to be a separate module to Precursive PSX that will require separate licenses.





PARTICIPANT IMPROVEMENTS


As you assign your team to your project, it’s very important to keep a close eye on your budget. Our recent improvements related to participants' costs & rates controls will help you to set this up properly from the beginning as it will help you understand where the costs and rates are taken from but also it will give you full control over that. Together with this improvement, we have implemented a new way of setting up permissions to the participant data. Previously, only Project Managers and Super Users could access the Project and Participant data. Now, you can share this access with your wider team and hide some of the fields that you don’t want necessarily to be visible for everyone.

You can now add the ability to access projects & participant data without giving access to the budget fields or any other field using the field level security on Salesforce.





IMPROVEMENTS TO ROLES MANAGEMENT


Previously, to add or edit existing roles you had to do it in two places: on the resource object and on the role object. As this was taking too much of your time, we decided to move it all to the role object so now every time you make a change to your roles’ list or add a new role, these changes will apply to the Role drop-down when you edit it on a resource.




DEFAULT PUBLIC FILTER FOR NEW USERS


For those of you who use multiple public saved filters on Precursive Plan, we’ve prepared a setting that can help you define which of those public filters should be the default for your new users. You can access this setting from the Custom Filters tab. All you have to do there is to find the public filter and tick the ‘Default’ checkbox next to it.



BOARD INSIGHTS


Manage your projects proactively and prepare for them by assessing risks, issues and making clear what are the desired outcomes of your projects. This will help you identify the potential issues before they become real but also what’s more important - it will engage your team in mitigating risks and focusing on what’s really important - your customer's expected outcome.




BOARD HEALTH


As your projects are progressing, it is also very important to be transparent with your team about its current state. Learn from the Board Health history what you can improve in the future to make your projects more successful. Reduce the time spent on status updates meetings and start using Board Health in Precursive OBX. Log your project health scores and update your team about the next steps that need to be taken in order to keep the project in good health. You can set up a subscribed report to be sent to your whole team every week so that everyone stays on top.






EXPORT PLAN


External Sharing is really great when it comes to sharing the project plan with your customer but sometimes your customer might want to see just a snapshot of the plan. Now, you can export your plan into a spreadsheet at any point of the project and share it with your customer.




CUSTOMIZABLE PLAN VIEW


Too much information can lead to chaos. Too little information can lead to ambiguity and a lack of control. Ability to customize the list of columns on the Plan View will help you to set up the right context for your team.



 

To learn about the details of this release, check out the full Spring '21 Release Notes

204 views0 comments

Comments


Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

Asset 27.png

WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

Asset 22.png

Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

Asset 18.png

Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

Asset 17.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place