Please reach out to our support team if you have any questions or feedback.

Version 2.24

Version 2.24 introduces a new By Project grouping in the Resource Plan, one-click copying of Planned Hours to Actual on the Timesheet, and control over which Task Milestones and Task Categories are shared with customers in External Sharing and the Customer Workspace.

What's new:

• Group by Project in the Resource Plan - See Resources organised under each Project and Phase, so you can review delivery staffing in the context of a specific engagement. Learn more about the Resource Plan.
• Copy Planned Hours to Actual on the Timesheet - Copy Planned Hours into Actual in one step, at whole-Timesheet, Line Item or Row level, removing manual re-entry where Actuals mirror the plan. Learn more about Copying Your Timesheet.
• Share Task Milestones with customers - A new Shared with Customer flag brings Task Milestones and Task Milestone Measures into the same External Sharing and Customer Workspace model as Projects, Phases, Tasks and Lists. Learn more about Sharing Projects and Records with Customers.
• Share Task Categories with customers - The same Shared with Customer control now applies to Task Categories, so you decide which categories customers see.

Required after upgrading: to display Task Milestones externally (External Sharing, Customer Workspace, Partner Workspace), an admin must set the Task Milestone org-wide default External Access to Read Only (or create a Sharing Rule for Milestone where Shared with Customer = true) in Setup > Sharing Settings. Task Milestone Measure inherits this through its Master-Detail parent; Partner and Contractor Workspace are unaffected. See the Extended Release Notes for the exact steps.

Want more detail? Precursive 2.24 - Extended Release Notes and Enablement Guidance

Version 2.23

Version 2.23 introduces an expanded Resources view with richer filtering in Task Planner, the ability to add Tasks inline on the Gantt, and compatibility with Salesforce's new Cosmos (SLDS 2) design system.

• Task Planner - Expanded Resources and Filtering - See and filter a wider set of Resources in Task Planner, so Project Managers and Consulting Managers can manage workloads and assignments across full teams at once. To learn more, visit Task Planner article.
• Inline Task Creation on Gantt - Add new Tasks directly inline on the Gantt, without leaving the view or opening a modal. To learn more, visit Gantt article.
• SLDS 2 (Cosmos) Compatibility - Precursive components are tested and aligned with Salesforce's new Cosmos (SLDS 2) design system, working out of the box once it's enabled.

Required after upgrading: trigger the picklist values tile in Precursive HQ, see the Extended Release Notes for the exact step.

Want more detail?

Alongside these highlights, we’ve published an Precursive 2.23 – Extended Release Notes and Enablement Guidance for admins and power users. It explains in more details what changed, how these new features works in practice and how to ensure smooth enablement of these changes so you can benefit from these right after the upgrade with no impact on production.

Version 2.22

Version 2.22 introduces the ability to assign Customer Contacts directly as Participants and Task Contributors without a Resource record, support for custom domains in Experience Cloud, an update to how the Latest Health Rating is shown in Customer Workspace, an in-app Task Template Builder in BETA, Gantt and Kanban reliability improvements, and a switch to fixed-interval polling for live updates on all task boards.

What's new:

• Customer Contacts as Participants - Project Managers can now assign Salesforce Contacts directly as Participants on a Phase and as Contributors on Project Tasks, without requiring a Resource record. Contact Contributors appear in the Gantt, Kanban, and Task Table with an aqua avatar and do not generate Bookings or Timesheet entries. Learn more about Customer Contacts as Project Participants.
• Custom Domains in Experience Cloud - The Precursive HQ Sharing configuration now supports custom domain URLs, removing the previous restriction that prevented organisations using branded domains from configuring External Sharing correctly.
• Latest Health Rating in Customer Workspace - The Latest Health Rating field on Project and Phase records now returns only Health Ratings that have been shared with the customer, so the status visible in the Customer Workspace always reflects the most recent update they have actually seen.
• Task Template Builder (BETA) - Admins can now create and edit Task Templates directly within Precursive using a grid and Gantt view, with live validation before templates go live on Projects - no CSV export or Excel required. Learn more about Task Template Builder
• Gantt and Kanban Reliability Improvements - The save and refresh pipeline has been rebuilt to eliminate race conditions, duplicate task cards, and inconsistent UI state when making multiple changes in quick succession.
• Live Updates for Gantt, Kanban, and Task Planner - These views now use a lightweight polling mechanism instead of a Salesforce Change Data Capture subscription, reducing CDC usage and bringing live updates to Customer Workspace and Partner Workspace for the first time.

Want more detail? Precursive 2.22 – Extended Release Notes and Enablement Guidance

Version 2.22.1

What's fixed:

• Resolved a rendering error on the Kanban that could appear when navigating to a different tab on a Project or Phase while completed Tasks were on the board.
• Restored access to sub-tasks on the Kanban board in Customer Workspace after navigating between tabs.
• Holiday Requests now save decimal Hours Per Day values (e.g. 7.5) correctly. Previously decimals were truncated, resulting in inaccurate Days calculations.

Version 2.21

Version 2.21 introduces multi-task selection on the Gantt and Kanban for faster project management, more reliable and consistent dependency rescheduling across complex task structures, and a new Log Time Invocable Action for logging time from any Salesforce object via Flows and automations.

What's new:

• Multiselect Tasks on Gantt and Kanban - Select multiple Project Tasks at once to reorganise or delete them in a single action - no more repeating the same operation Task by Task.
• Dependency Rescheduling and Performance Improvements - Task dependency rescheduling now produces consistent, deterministic results across complex project structures, and large Task Templates with 500 Tasks now import without hitting Salesforce limits.
• Log Time Invocable Action - Log time against any Salesforce object using a new Invocable Action, enabling customers to build Flows and automations that report time directly into Precursive Timesheets without users needing to leave their working context.

Want more detail? Precursive 2.21 – Extended Release Notes and Enablement Guidance

Version 2.20

Version 2.20 introduces simplified Contributor reassignment via Magic Assign, drag-and-drop task structuring on the Gantt for faster work breakdown management, and the ability to delete Project Tasks directly from the Gantt, Kanban, and Task Planner.

What's new:

• Contributor Reassignment via Magic Assign - Reassigning a Resource on a Project Task is now faster and simpler - replace a Contributor directly from the Manage Contributor modal without having to manually deactivate and recreate them.
• Drag-and-Drop Task Structuring on Gantt - Drag and drop tasks on the Gantt to build and reorganise your work breakdown structure - indent, outdent, and nest tasks without leaving the view.
• Delete Project Tasks from Gantt, Kanban, and Task Planner - Task Owners can now delete Project Tasks directly from the context menu in any task view, with a confirmation modal and clear error messaging if deletion is blocked.
• Phase Resourcing Mode Switching - Phases can now be switched between Task and Booking Resourcing Modes even when Timesheets have been Submitted or Actual Hours have been logged, removing a restriction that was blocking legitimate workflow changes.

Want more detail? Precursive 2.20 – Extended Release Notes and Enablement Guidance

Version 2.19

Version 2.19 introduces Critical Path visualization on the Gantt to help Project Managers focus on what matters most, a streamlined Manage Contributor experience with Magic Assign and Add Participant directly in context, and enhanced Project Budget automation with Quantity Behavior support for services sold at variable quantities.

What's new:

• Critical Path on Gantt - Instantly identify which Project Tasks directly impact your Phase End Date with a new toggleable Critical Path visualization in the Gantt view - no more manually tracing Dependencies to understand schedule risk. Learn more about Gantt.
• Magic Assign and Add Participant in Manage Contributor Modal - Access Magic Assign directly from the Manage Contributor modal with automatic pre-filtering by Role and Task, and add new Participants without leaving your current workflow.
• Project Budget Quantity Behavior - Configure Products to automatically split Budgets per unit sold or scale effort by quantity, enabling accurate automated Project setup for services sold at variable quantities. Learn more about Project Budgets.

Want more detail? Precursive 2.19 – Extended Release Notes and Enablement Guidance

Version 2.18

This version introduces deeper Region hierarchy support with up to five levels of structure and inline Task Dependency editing directly in the Gantt view for faster project planning without leaving the grid.

What's new:

• Deeper Region Hierarchies & Team/Region Inheritance - Build up to five levels of Region structure and automatically inherit Region assignments from Projects to Phases, reducing manual setup when creating new Phases. Learn more about Teams and Regions
• Inline Dependency Editing in Gantt - Edit Task predecessors and successors directly in the Gantt grid using WBS keys, without opening individual task records - making project planning faster and more intuitive. Learn more about Gantt View

Want more detail? Precursive 2.18 – Extended Release Notes and Enablement Guidance

Version 2.17

This release introduces automatic Team and Region-based sharing for simplified group-level data access control, optimised Booking and Timesheet recalculations that process only affected Participants instead of entire Phases, and enhanced Magic Assign performance capable of handling 100+ Resources without hitting CPU limits.

What's new:

• Team & Region-Based Sharing Automatically share Projects, Phases, and Resources with your Teams and Regions - no more manual sharing rules needed for group-level access control.
  Learn more about Teams and Regions.
• Contextual Booking & Timesheet Recalculations - Booking and Timesheet recalculations now process only affected Participants instead of entire Phases, improving performance on large Projects.
• Magic Assign Performance for Large Resource Pools - Magic Assign now handles organisations with more than 100 Resources matching a filter criteria without hitting CPU limits - no more timeout errors when finding the right person for the job.
  Learn more about Magic Assign.

Want more detail? Precursive 2.17 – Extended Release Notes and Enablement Guidance

Version 2.16

This release introduces recurring Project Budget automation for subscription-based services, enhanced filtering in Magic Assign to narrow down Resource suggestions by Role, Team, and Region, and the ability to print Gantt charts for easier stakeholder communication.

What's new:

• Magic Assign filters by Resource Role, Team, and Region — Narrow assignment suggestions using organizational and role-based filters to find the right Resources faster while keeping best-fit scoring unchanged. See the Magic Assign documentation for more details.
• Recurring Project Budgets Automation — Automatically create Project Budgets for recurring services (monthly, quarterly, or annual), reducing manual setup and ensuring budgets align with how services are sold. See the Project Budgets documentation for details.
• Gantt Print Support — Print or export Gantt plans directly from Precursive to share timelines, dependencies, and schedules with stakeholders more easily. See the Managing Tasks Across Different Views (Kanban, Gantt & Task Planner) documentation for details.

Want more detail? Precursive 2.16 – Extended Release Notes and Enablement Guidance

Version 2.15

This release introduces new ways to organize delivery teams using Teams and Regions, improves performance in the Resource Plan, and adds a new Tasks popover to help users understand the work behind each Booking.

What's new:

• Teams and Regions — A new standardized model for structuring delivery groups and geographic areas across Resources, Projects, Phases, Time Off, and the Resource Plan. Replaces legacy Department and Location fields on Resources and Time-Off, extending Projects and Phases assignment with these, and enables clearer planning, segmentation, and reporting. More details: Teams and Regions

What's improved:

• Resource Plan Performance Boost — Resource Plan now loads significantly faster by fetching Bookings on-demand when expanding individual Resources, eliminating timeout issues for organizations with large datasets. This means initial load will be between 40-70% faster, but you may see some loading when expanding Resources.
• Tasks Popovers for Bookings — Hovering over a Booking in the Resource Plan now displays a detailed popover showing the Tasks that make up that Booking. Includes Project and Phase context, Start and End Dates, Planned Hours, and a scrollable list of all related Tasks with direct links.

Want more detail? Precursive 2.15 – Extended Release Notes and Enablement Guidance

Version 2.14

This release focuses on helping teams plan and deliver work more efficiently. It introduces the new Task Planner, giving every Contributor a clear view of their schedule.

What's new:

• Task Planner – Individual View — See all your assigned Tasks across Projects in one place. Plan your week, drag and drop to adjust timing, and log time directly from one place. Managing Tasks Across Different Views (Kanban, Gantt & Task Planner) is easier.

What's improved:

• Performance for Complex Projects — Working with large projects is now faster and more reliable — from assigning and updating tasks to adding timesheet rows and logging time. Imports, updates, and reschedules all run smoothly
• Project Access Level Validation — Simplified Time Entry for “Allow time entry for all Resources” Phases — no Participant assignment needed.

Want more detail? Precursive 2.14 – Extended Release Notes and Enablement Guidance

Version 2.13

This release brings key improvements to Project Budgets, designed to better support Managed Services delivery. New capabilities make it easier to automate Project creation, control Budget lifecycles, and forecast effort across both time-bound and ongoing service engagements.

What's new:

• Project Budget Expiration and Cancellation — Project Budgets can now be marked as Expired or Cancelled to reflect their lifecycle more accurately. Expired budgets naturally end when their usage window passes, while cancelled budgets represent work stopped early. Both statuses are excluded from rollups, ensuring cleaner reporting and governance. Learn more here.
• Enhanced Project Automation by Categories — Projects and Phases can now be automatically created and grouped from Opportunity Products at two levels. Projects can be split by Product or Project Category, and Phases can be grouped by Product or Phase Category. This enables, for example, a single Opportunity containing both Implementation and Managed Services to generate two separate Projects, each with its own Phase structure for delivery tracking and reporting.
• Simplified Phase Lifecycle Setup — Stage Process now uses Salesforce-native configuration. Phases follow defined Record Types and Paths, making it easier to set up and manage delivery lifecycles while providing teams with clearer guidance and more consistent reporting. Learn more How to build a Phase Stage Process?.

What's improved:

• Plan to Complete Enhanced — The definition of Plan to Complete fields has been updated to combine actuals from Timesheets with future planned work. This provides a forward-looking view of remaining budget and effort, giving Project Managers clearer forecasting and earlier signals for corrective action. Understanding Plan to Complete article is a guide that explains how the metric is calculated and how to configure it in your Project and Phase views.
• Project Budget Planned, Actual and Remaining Hours — Project Budgets in Hours/Days now include rollups of Planned, Actuals, and Remaining values. Rollups also extend to Fees/Hours/Days at the Phase level, providing better visibility into financials across scope and managed services budgets.
• Timesheet to Budget Linking — Ensured that Timesheet Entries associated with Tasks correctly inherit the Project Budget from the Task.
• Health Rating and Insights Validation — Added validation to prevent creating Health Ratings and Insights without linking them to a Phase.

What's fixed:

• Kanban and Gantt Loading — Fixed an issue causing infinite loading when Phase Header fields were inaccessible.
• Timesheet Entry Validation — Added safeguards to prevent Timesheet Entries from being removed in ways that could lead to data discrepancies.

The following manual steps are optional for this upgrade:

• Configure Stage Process to track Phase lifecycle and give teams clear visibility into progress at each stage.
• Configure the Product2 object to enable the new Project Budget structure, so that Projects and Phases can be created and grouped automatically by Categories. Detailed description can be found here.
• Apply updated Plan to Complete values on Archived Projects by temporarily disabling validation rules, running the Calculate Budget batch from HQ, and re-enabling validation rules — contact our Support Team if you’d like help with this.

Want more detail? Precursive 2.13 – Extended Release Notes and Enablement Guidance

Version 2.12

What's improved:

• Capturing Submitted Planned Hours: Implemented new logic to capture Planned Hours on Timesheets upon submission. This ensures that the Planned Hours values reflect those present at the time the user submitted the Timesheet.

What's fixed:

• Bookings Planned Hours accuracy - Resolved an issue where Planned Hours could appear as negative or inaccurate when effort was distributed across multiple days. Planned Hours now remain consistent with the Task estimate, avoiding over-allocation or negative adjustments.

Manual Upgrade Steps:

When upgrading, it is recommended to verify that the following Critical Updates have been successfully completed by navigating to Precursive HQ > Critical Updates.

• Populate Submitted Planned Hours - This version introduces new logic that captures Planned Hours on the Timesheet when a user submits it. To ensure consistency across all Timesheets, it is recommended to update all historical ones, which the post-install process does.

Want more detail? Precursive 2.12 – Extended Release Notes and Enablement Guidance

Version 2.12.1

What's fixed:

• Disable row reordering in Gantt grid

Version 2.11

What's new:

• Partner Workspace — Partner Workspace is a secure portal enabling external partners—such as systems integrators, contractors, and consultants—to manage projects they are delivering with you. Partner Workspace centralizes key delivery components including, project plans, milestones, tasks, RAID logs, health status, timesheets, and expenses to ensure smooth collaboration between internal teams and external delivery partners. Learn more here, or contact customersuccess@precursive.com to learn more about Partner Workspace.

What's improved:

• New License Type for Partners — To support the new Partner Workspace a new user is identified as a Partner when: Contact and User are linked on the Resource record, User Type is not Standard, User is Active
• Project Health Ratings — To simplify Health Ratings, we are deprecating the “Apply to Entire Project” feature. Health Ratings will now be applied directly at the Phase level.
• Custom User Settings Mapped to Project Access Levels — To support the Private Sharing Model, Custom User Settings that previously restricted access to certain records have been replaced with Project Access Levels. This ensures a smooth transition and provides more granular control over Project-related data for each Participant. Learn more here.

What's fixed:

• Enhanced Task Template Support – Improved handling of large and complex Task Templates, now supporting up to 500 tasks.
• Project Budget Automation – Negative Opportunity Line Item quantities will no longer trigger automatic Project or Phase structure creation.
• Subtask and Parent Task Sharing – Updated customer sharing rules to ensure sub-tasks can only be shared if their Parent Task is also shared. This prevents inconsistencies when granting customers access to tasks.
• Expense Record Ownership – The Owner of an Expense record is now always a Resource, rather than the user who created it. This change improves consistency and aligns with recent sharing enhancements.
• Editing Time Entry Settings for Public Phases – Users can now edit the “Allow time entry outside of bookings” setting when the Phase is Public in the Participant Edit modal.
• Date Filtering in Resource Plan – Fixed an issue where Custom Filtering Fields based on Date fields were not working correctly in the Resource Plan.

Manual Upgrade Steps:

⚠️ The following manual upgrade steps are required:

• Project Access Level Defaults – Project Access Level is a new object that is responsible for defining access on Project, Phase and all related records (and operations) for each Participant individually. It is recommended that you create Default Project Access Levels for each Role. Learn more here.
• Project Health Page Layouts – With the “Apply to Entire Project” feature deprecated in this version, it is recommended to remove the field from the Health Rating layout, Health Rating header, and Health Rating related lists on both the Project and Phase layouts.

When upgrading, it is recommended to verify that the following Critical Updates have been successfully completed by navigating to Precursive HQ > Critical Updates.

• Recalculate Task Sharing Logic Based on Task structure — In this version, sub-tasks can only be shared externally if their Parent Task is also shared. To enforce this rule for existing data, the post-install process includes logic to recalculate sharing flags across all Task structures.
• Map User Settings into Project Access Levels on Participants — To align with the Private Sharing Model, Custom User Settings that restricted access to certain records have been replaced. A mapping system has been introduced to convert deprecated Custom Settings into Project Access Level records. This ensures a smooth transition and allows access to Project-related data to be managed individually for each Participant, providing greater control and flexibility. Learn more here.

Want more detail? Precursive 2.11 – Extended Release Notes and Enablement Guidance

Version 2.10

What's improved:

• Licenses Management Reporting – The Organizational Info and Licenses section is now available in Precursive HQ, providing better visibility into license usage.
• Sharing & Project Access Level Enhancements – Added Timesheet support for Partner Workspace along with various improvements to Project Access Levels.

What's fixed:

• Email Setup Links – The “Set up email links” option has been restored in Precursive HQ > Background Processes after being accidentally removed.
• Tasks on Gantt Incorrectly Showing as Complete – Fixed an issue where incomplete tasks appeared with a strike-through line, making them look like completed or canceled tasks.

Manual Upgrade Steps:

✅ No manual upgrade steps required.

Related Resources

• Release Notes Archive (2025)
• Release Notes Archive (2022)