When is the February '20 release available?
Precursive February '20 release (v 1.73.4) is available from the 10th of February for sandbox upgrades.
Before You Upgrade
We recommend upgrading your sandbox first. Our Support Team will reach out to you to confirm when this can be done. Before upgrading, consider communicating the changes below to your users so that they’re prepared.
New Feature Highlights
Version 1.73.4 contains some great new features. These include Time off per location, the new Utilisation feature, Trends Reports & Dashboards, Default Capacity Mode for Precursive Plan, Inline edition of Project, Phases and Participant details. Quick Bookings Enhancements and Weekend timesheets auto-approvals.
Time Off per location
As you may know, Time Offs in Precursive allows you to define which days are public holidays in your organisation and should be treated as non-working days. Once you create a time off record, it will populate the Precursive Plan with 100% capacity for the selected dates.
If your teams are spread across the globe, you can now set up Time Offs per location.
Assign locations to your resources and create Time Offs for either global or local public holidays. If you don’t assign any location to your team and time offs, all created time offs will be treated as global and will apply to everyone in your organisation.
We’re taking the Utilisation calculations to the next level!
We’re introducing a new Utilisation object which will calculate your team’s planned and actual utilisation taking into consideration their real number of working days. The calculation of working days will exclude non-working days of the resource and time-offs (public holidays).
Thanks to that, utilisation results will be more accurate and it will be easier to report on them too.
Utilisation is calculated on a weekly basis but you can also recalculate it manually from Precursive HQ at any time. The only limit here is that you recalculate up to 6 months at once.
Precursive Trends - Reports & Dashboards
Our new set of reports and dashboards will allow you to track your budget, time and utilisation trends over time.
In the Budget Trends dashboard look for your forecast and actual revenue trends, average actual margin, projects that have gone over budget or project categories that are less profitable than forecasts.
In the Time Trends dashboard, you will be able to track against which activities your team spent the most of their time, planned vs actual time per account or how much time people spend on billable and non-billable projects.
In the Utilisation Trends dashboard, you will find your forecast and actual utilisation metrics per person, role, and department. You will be also able to track how your billable utilisation looks against the general one. As the new calculations for utilisation have been improved and include the number of working days for a resource in a given period, you can stop using the Precursive Utilisation folder and delete it and start using the Precursive Utilisation Trends reports.
To see the full list of our out of the box reports and dashboard, check our article: Precursive Standard Reports & Dashboards
Default Capacity Mode for Precursive Plan
Some of you might prefer to look at people’s capacity in percentage and some of you prefer to look at available hours within a time range. In the new release, we are giving you the possibility to define which of these views should be default one for your organisation. Once it is configured, you will still be able to switch between the views on Precursive Plan.
Quick Bookings Enhancements
If you use the quick booking functionality that automatically creates bookings when you double click on a project row of a resource, we have good news for you. In the Quarter view, for those resources who are not working the full week, the quick booking functionality will automatically create a booking from the first till the last working day of a resource.
Weekend timesheets auto-approval
If you are using the end of month process for timesheets (there are two timesheets created for the end of month weeks), we’re introducing improvements that will auto-approve blank weekend timesheets so that they don’t appear as overdue if they were not submitted.