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Product Guides
PRECURSIVE
PRODUCT GUIDES
Explore our product videos & guides on-demand. Any time, anywhere.
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ON-DEMAND VIDEOS
SUMMER RELEASE '22: Capacity Groupings
Group your resources by name, role or department then quickly assign your resources looking at your capacity at a granular level. More clarity = faster time to revenue.
SUMMER RELEASE '22: Mobile App - Timesheet & Holidays
Enable your team to submit expenses and holiday requests on the go ready to be bulk actioned. Efficiency!
SUMMER RELEASE '22: Weekly & Monthly Capacity
Enable a 360 view of our resources and better understand your utilization. Kick off your projects faster than ever!
SUMMER RELEASE '22: Mobile App - Expenses
Look no further than our Precursive PSA App to submit expenses on the go; request holidays straight from the mobile app; bulk approve all of the above!
ON-DEMAND: Mass Resource Allocation
Take a look at the difference between allocation resources before and after upgrading to the mass resource allocation feature!
ON-DEMAND: Multi-Currency
Take a quick tour of how to use our multi-currency feature!
SPRING RELEASE '22: Mass Resource Allocation
No longer do you need to struggle with resourcing one project at a time. Our new Spring Release brings you…Mass Resource Allocation.
WINTER RELEASE '22 - The World of Precursive
Our Product Marketing Manager, Zoe Woodgate, gives you a quick overview of the Precursive Platform, 100% native to Salesforce.
WINTER RELEASE '22: Customer Workspace
Build trust with your customers from the start with Precursive's Customer Workspace! Customers will be able to view their project plans on-demand and in real-time.
WINTER RELEASE '22: Multiple Dependencies
For scaling, high-volume, fast-paced services delivery business, task management is critical for success. One task is more than often linked to another and misaligned project plans can create chaos. Enter Precursive.
WINTER RELEASE '22: Multiple Roles
Resource allocation can be a nightmare especially if one person is handling multiple aspects of a project. Easily assign a person to multiple roles in the same project with Precursive's new feature. This ensures accurate billable times and rates.
NEW RELEASE - SPRING '21
Webinar Recording: 12th May 2021
NEW RELEASE - WINTER '21
Webinar Recording: 10th February 2021
PRECURSIVE PRODUCT DEEP DIVE
Webinar Recording: 30th September 2020
NEW RELEASE SUMMER '20
Webinar Recording: 28th July 2020
On-Demand Videos