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

Version 1.90

What’s new:

• Streamlined Approvals Setup —The new approvals functionality has replaced the need for legacy workflow rules and process builder, making it easier to configure approval processes. You can now set up your Timesheet, Holiday Request, and Expense Approval processes directly from Precursive HQ. This enhancement simplifies the configuration process, allowing you to manage approvals more efficiently and with greater flexibility. See Approvals Configuration to learn how. 

What’s Improved:

• Notification Email Templates — Notification Email Templates are also available to install directly from the Precursive HQ. There is no longer use to use Workbench to deploy Outgoing Email Process Builder. Please, complete your Approvals Configuration  to install your templates and then see how you can Activate & Schedule Email Reminders  from this article. You can activate Reminders for:
  • Reminder for Approver
  • Reminder for Overdue Timesheet
  • Reminder for Submit Timesheet
  • Recalled Holiday Request (but not rejected)
• Licensing calculation and Assignment Improvement — From the Precursive HQ, you can now manually run License Type calculations and Package License assignments with one single click. For more information on these components and PSX licensing, please see Managing Users Access to Precursive PSX/RCO or Managing Users Access to the Precursive Platform (OBX+PSX/RCO).

• (Optional) If you would like to migrate to the new Approval Settings. See Approvals Configuration.

Version 1.90.14

What's improved:

• The "New Invoice" flow now enforces the same approval standards as Billing Run: only Time Entries and Activities on Approved Timesheet Lines are eligible for invoicing. This ensures invoices consistently reflect verified, approved time regardless of which invoicing method you use.

Version 1.90.13

What's improved:

• Platform improvements that enable new Timesheet planning capabilities available to customers on the Connect 1.28 package. Learn more here: Precursive Connect 1.28 – Extended Release Notes and Enablement Guidance 

Version 1.90.12

What’s improved:

• Disabled automatic save on the Timesheet component for both Actual Hours and Comments to prevent unintended saves while typing. This change improves usability and avoids losing partially entered data.

Version 1.90.11

What's improved:

• Updated Plan to Complete calculations on Project, Phase, and Participant to use Timesheet Status instead of current date, ensuring more accurate and consistent reporting based on submitted or approved actuals and planned time. The Timesheet Statuses used are configurable via the "Actual Time Statuses To Calculate Budget" setting.
• Removed strict date validations between Projects, Phases, Bookings, and Tasks, allowing greater flexibility when updating Start/End Dates - even if they fall outside parent timelines. This change reduces friction and supports time entry in more real-world scenarios, without blocking updates unnecessarily.
• Improved performance of the Timesheet's Add Row modal by initially loading recently accessed Projects by default and dynamically filtering results as users type. This update significantly enhances usability and prevents errors when working with large datasets.

Want more detail? Precursive 1.90.11 – Extended Release Notes and Enablement Guidance

Version 1.90.10

What’s Improved:

• Full Visibility of Timesheet Data: My Precursive now displays all Timesheet Entries and Activities—even if duplicates exist—so teams can review and manage them directly, ensuring no hidden discrepancies.
• Built-In Safeguards Against Future Duplicates: Introduced improved safeguards to minimise the chance of duplicate Entries being created. This includes locking Timesheets during background processes—if users see a Timesheet is locked, it means updates are happening behind the scenes, and they should simply try again shortly.

Manual Upgrade Steps:

• After upgrading, you may receive an automated email if historical Timesheet Entries are flagged for review. Please refer to this article for more information: Timesheet Entries for Review.

Want more detail? Precursive 1.90.10 – Extended Release Notes and Enablement Guidance

Version 1.90.9

What’s improved:

• Increased Number of Visible Filters — Extended the number of visible Public and Private Filters available within the Precursive Plan. 

Manual Upgrade Steps:

• ✅ No manual upgrade steps required.

Version 1.90.8

What’s improved:

• Fixed issues causing the Project Budget Calculation Batch to fail when running with large numbers of Projects.
• Improvement to the scheduling of background jobs (Geocode and Project Budget Calculation) to avoid Flex Queue Limits.

• No manual upgrade steps required. 

Version 1.90.7

What’s improved:

• The way in which geocode calculations are made
• Addresses that contain special characters are now supported

• ✅ No manual upgrade steps required.

Version 1.90.5

What’s improved:

Version 1.90.4

What's improved:

• Expanded selection of fields that can be added and displayed when hovering over Participants on the Precursive Plan. That was achieved by expanding the list of fields available for fieldset ‘Participant Modal Fields’.
• The order of Project, Phase, Activities and Resource names is no longer case sensitive in ‘My Precursive’ and on the ‘Precursive Plan’. Now these are sorted alphabetically. 
• In Request Mode on the Precursive Plan you can now select a different Resource Request after filtering your Resources without losing your pre-selected filters. These were previously cleared if a different Request was selected.
• ‘My Precursive’ no longer requires the ‘View Setup and Configuration’ permissions on Users’ profile.

What’s fixed:

• A number of improvements relating to the approval of Timesheets containing Line Items related to Archived Projects.

1. If Projects are Archived, the Timesheet Line Item related to their Phases are Auto-Approved, but the rest of the Participants’ Timesheet can still be edited and submitted manually.
2. Timesheets can be recalled even if they include Line Items for Archived Projects. These Timesheet Line Items remain Auto-Approved while the rest is reverted to ‘Planned’ and can be edited before re-submitting.
3. Projects can now be Archived even if its Phases are the only Line Items on its Participants’ Timesheets. That is no longer triggering an error.

• Custom Fields can now be added to the Participant Details Page and Field Sets without causing any errors in reassigning Resources.

• ✅ No manual upgrade steps required.

Version 1.89

What's new:

• Single Project and Phase Page Layouts — with the new version we have introduce 1 single Page Layout for each Object. There used to be 4 each: one per Fees & Hours, Fees & Days, Time & Hours, Time & Days. You now you have one single Phase and Project Layout where you can find all the available fields group together and add them as needed. That is a simplified, well-formatted Page Layout with fields grouped into logical sections. The new Project and Phase Page Layouts have only the necessary action buttons in a predictable order (Precursive custom actions, Edit, Sharing/Clone, Delete etc). The Lightning Page now includes Related Tab containing Full Related Lists. Related Lists will mostly be shown with the "Enhanced List" unless there is not sufficient information to display ( eg. Invoice Phase). We’ve also added New Custom Fields on Invoice Phase and Invoice Element to make the related Lists more useful. 

• New Participants Lightning Component — we now have a new custom Lighting component for Participants that is called 'Precursive Phase Participants'. We recommend you replace the old Participant Relates List on your Phase Page Layout, with our custom 'Precursive Phase Participant' Lightning component. Please follow the link below to see how you can Enable Custom Participant Lightning Component (from PSX version 1.89). 

• ✅ No manual upgrade steps required.

Version 1.88

What's new:

• Grouping Resources and Resource Requests — you can easily check the capacity across multiple roles for an upcoming project on the Precursive Plan, which will let you maximise employee utilisation across the business and better plan resource allocation. This focused view will allow you to quickly see the capacity around each resource group. 
• Weekly & Monthly Capacity Overview — you’ll get a 360 degrees view of the overall capacity for the week and month. By looking at the Precursive Plan, you’ll see both: the granular capacity and the overall blended capacity for the week or the month. You’ll be able to decide if you’d like to review the capacity as booked in % or Average Available Hours per Day in a week or month. Learn more Weekly & Monthly Capacity Overview
• New Precursive Mobile App (Discover Precursive Mobile!) — the new Precursive Mobile app will enable you to see and submit timesheets and expenses, approve items in bulk and submit your holidays on the go. It’s going to provide a better mobile and Salesforce native experience with extended functionalities for individual contributors and ability to add in the future much more functionalities for Project Managers and Resource Managers.
• Timesheet Search — We’ve added a new search component to enable you to find a particular project in your timesheet. It also is lightning speed fast.
• New Participant & Request Details Component with More Options to Configuring Fields — In comparison to the previous one, which supported only 4 field types, the new component will let you configure all the field options, except for Rich text.

• ✅ No manual upgrade steps required.

Related Resources

• Release Notes Archive (2022)