top of page


What are you waiting for? It's up to level with our latest release! Watch our Precursive on-demand product videos for our feature demos.

What’s new in Precursive PSX?



At Precursive, we talk a lot about working in a high-velocity services environment and ensuring that your company has a clear view of capacity. However this means that you will have to assign multiple resources across multiple projects in one sitting, and we want to make that easier for you.

This is where our Mass Resource Allocation tool comes in, mass resource assignment simplifies the assignment process and provides a very user-friendly navigation between demand and the resource pool.

When entering the Assignment Mode, you can select a request, see who’s fitting that role, switch to another request, let's say with the same role and compare if the required booking dates fit better to one resource or another.

You can now:

  • Easily navigate between requests and assign them to resources

  • Make edits to resource requests in assignment mode to accommodate the best start/end date of a booking before assigning it

  • Filter by skill set/role within assignment mode


To find out more or upgrade to our latest release to access this feature, read our support articles for Precursive PSA & Precursive Connect.

107 views0 comments

Recent Posts

See All


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


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


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.


A vault of knowledge from in-house & guest writers


Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform


Industry trends and benchmarking


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

Toolkits, templates, tips and more 


Stay in the loop of what Precursive is up to


Watch anytime, anywhere, on-demand


Asset 17.png

Manage people, projects and revenues in one place

Asset 20.png

Staff projects faster with resource planning

Asset 21.png


Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies