Introducing Precursive 2.0
OBX
Precursive 2.0
My Precursive Configuration
8 articlesAvailable forPSXP2
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