Introducing Precursive 2.0
OBX
Precursive 2.0
My Precursive
Manage Timesheets, Expenses, and Holidays.
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My Precursive
Logging timesheets, requesting holidays and submitting expenses couldn't be easier now that you can do it all in one place!
Notifications
From December 2024 Precursive introduced a new Notification system to standardize the method that Users control and receive notifications from the system.
How to Access Precursive Mobile
Learn how to access Precursive Mobile from your Salesforce app!
Logging Time
Learn all you need to know about logging time in My Precursive and the Precursive Mobile App
Copying Your Timesheet
The copy feature allows you to copy records from your previous timesheet and time logs from the first day of your week to save you time.
Timesheet History
The Timesheet history component allows you to easily track your timesheet statuses and navigate to overdue, un-submitted ones.
Adding Project Expense Categories & Budget
Learn how to create Expense Categories you can assign budget for so that your team can log expenses against them.
Submitting Expenses
Learn how to submit Project Expenses from the 'My Precursive' tab and Mobile App
Submitting Holiday Requests
Submit a holiday request in order to book the time in the Precursive Plan and ensure no project work is scheduled for the same time.
Approving Timesheets, Expenses, and Holiday Requests
Learn about approval processes in Precursive.
Approvals Configuration
Precursive Approvals are based on Salesforce Approval Processes and can be customized to your business needs.
For Admins
Set-up Time Off
Set up your Resources' time-off depending on their location and help your team avoid overbooking.
For Admins
Delegate Approvers
To enable an approver's delegate to approve their Timesheets, Holidays, or Expenses you must configure the Approval Process to allow delegate approval.
Customizing My Precursive
Learn how to customize the My Precursive page content and layout to suit bespoke company needs.
For Admins
Configure the Timesheet statuses that contribute to the Project, Phase and Participant Actuals
Project, Phase and Participant Actuals are calculated based on related Timesheets. By default only Submitted and Approved Timesheets contribute to these calculations. Depending on your process you may want to change the Timesheet statuses that contribute to either remove Submitted so only Approved time is included or to include Planned timesheets.
For Admins
Timesheet Reminder Emails
Timesheet Reminders help automate the process of reminding your team to submit and approve timesheets.
For Admins
Create blank Timesheets for every Resource
Timesheets records will only be created for a Resource when they have Planned or Actual Hours for the period. To help you manage timesheet compliance Precursive can automatically create blank Timesheets for each Resource even if they do not have any planned hours.
For Admins