top of page
Search

PRECURSIVE SUMMER RELEASE ‘21

Updated: Aug 19, 2021

Watch our SUMMER '21 RELEASE HIGHLIGHTS WEBINAR or have a quick read to learn what great features we’ve worked on since the last Spring ‘21 Release!



From Precursive PSX this is:


🤹 PRODUCTIVE UTILIZATION

🧩 EXCLUDING LEAVE TIME FROM UTILIZATION

🗺️ PROXIMITY SEARCH

🦢 NEW HQ


From Precursive OBX this is:


✂️ WORK BREAKDOWN STRUCTURE

🤝 CUSTOMER WORKSPACE

👟 MILESTONE PROGRESS COMPONENT


DO MORE WITH TIME CODES PRODUCTIVE UTILIZATION & EXCLUDING LEAVE TIME FROM UTILIZATION


Not all billable time is equal. Sometimes a non-billable activity can actually be very important and should contribute to an individual’s utilization. An example can be found in Presales, which usually is a non-billable activity, but actually is really important as it contributes to sales.


Now, when using Time Codes, you can define which of them should count towards productive hours on Utilization. Also, now you create a special Time Code for your Annual Leave projects that will exclude the Leave hours from the Available Hours calculation in your Utilization reports.





SEARCH FOR RESOURCES CLOSEST TO YOUR PROJECT SITE

PROXIMITY SEARCH


When your teams are dispersed across the country (or even the globe) and your projects require some travel, the distance between the project team and your customer can have a huge impact not only on the travel costs but also on the success of your project plus your team’s work-life balance. With Proximity Search, you can easily find out which of your employees is closest to the project site. When you look for your project team using the assignment mode on Precursive Plan, now you can define what distance the person should be from the project. Precursive will automatically search for people within that distance. This filter checks the direct distance but you might want to also check the map and what would be the driving distance between the resource and the project phase.




SET UP YOUR ORGANISATION WITH EASE

NEW HQ


We’re constantly improving our Precursive HQ to let you set up your organization with ease.

In this release, we have added new tiles for Email Reminders and Time Codes configuration, improved the way you set up the Colours Configuration and added a new action for the Critical Upgrades step!


PROJECT EXPENSES


We’ve added a new setting defining what expenses’ statuses should be included in the Expenses Costs and Revenue calculations. By default, it includes Submitted and Approved expenses.





ORGANIZE YOUR WORK


WORK BREAKDOWN STRUCTURE


In any kind of planning, understanding what needs to be done and when is crucial. When it comes to more complex projects it becomes very difficult to organize the work in an efficient way. It often happens that some pieces of work are falling behind or are being missed.


Work Breakdown Structure can help you organize the tasks in a more granular way so that is easier for your team to manage but also it could help them to reduce the risks that something will go wrong.


Following on from our theme of Powerful Project management, which aims to provide powerful solutions for managing larger and more complex projects, we’ve introduced a new way of managing your tasks and dividing them into smaller chunks of work.



TRACK YOUR MILESTONE PROGRESS


MILESTONE TIMELINE COMPONENT


Milestones and the ability to track critical events are really useful. Having these all collated together in the form of a timeline will help you and your team track and, more importantly, act to keep them on track and schedule. Thanks to the Milestone Timeline Component that expands the project’s overview you won’t miss any important deadline anymore because of the lack of awareness and visibility.




COLLABORATE PROACTIVELY WITH YOUR CUSTOMERS

CUSTOMER WORKSPACE


Throughout a project, making sure that all stakeholders are on the same page with the expected outcome, with what needs to happen and when, is really key. This can help you avoid massive problems either with your customer’s engagement in adopting your solution or with recognizing the value you have provided them.


Our Customer Workspace is the place where you can proactively collaborate with your customers:

  • Invite them to your workspace

  • Let them see their tasks

  • View the progress of the project

  • Share files

  • Communicate through Salesforce Chatter.

The Customer Workspace helps to build trust, a common understanding and keeps your customer engaged.

CONTACT NOTIFICATIONS


Contact Roles Notifications are extremely helpful as they will allow you to notify your customer when a task has been assigned to them, ready to be taken or completed. Thanks to that, you are not only feeding your customers with up-to-date information but, most importantly, it is happening seamlessly so you don’t have to inform them that certain work is completed by sending an additional email or getting on a call. It means, no more status/report meetings just to get your customer up to speed.




 

To learn about the details of this release, check out the PSX Summer '21 Release Notes & OBX Summer '21 Release Notes


To get a demo of these features and the rest of the Precursive product, from customer onboarding software to professional services automation, book some time with one of our lovely people here.

169 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