How do I change the Project Owner on a Project?
In Projects that are linked to Agresso, Projects have a “Project Owner” which is stored in both Pulse and Agresso. In order to change the User who is “Project Owner”, we must lodge a “Project Amendment”. Learn more about other Project settings that are shared between Pulse and Agresso…
Release Notes – RC20.0717
FEATURES & ENHANCEMENTS New WYSIWYG editor for task descriptions and comments We have changed the WYSIWYG editor in the Task Description and Task Comments from CKEditor to TinyMCE. This WYSIWG editor is similar to the previous one but provides better formatting options. Ability to Export Sticky Notes This feature…
Release Notes – RC20.0703
FEATURES & ENHANCEMENTS Offices (aka Agencies) can now set their ‘Default Currency’ We have added a new field into the Office Settings to store the ‘Default Currency’ of an Office (aka Agency). This feature is predominantly for Non-Agresso Offices who will use this as the default ‘currency’ when creating…
How to map Brands to an Office
How to update the Clients and Customers available to your Office? How to Map a Brand to an Office?
How to designate a User to complete another User’s Timesheets
There are situations where it is necessary for one User to complete another User’s timesheets on their behalf. In these situations, the User given the permission to complete the User’s timesheets is listed as that User’s Timesheet Designate. Only users of the User Category ‘Operations’ with access to the…
How to create a User Group
A User Group is a collection of Users that you can use you to: invite multiple Users to the same Project at the same time invite multiple Users to the same Task at the same timeshare documents with the same group of Users multiple times You need to be…
How to share files for review or download
Key Features You can share files internally or externally with the Share for Review feature. You can access this feature for any file in a Project‘s Files tab or in the Mine (aka DAM or Asset Library).You can share a file with an individual (Pulse User or any email…
Understanding Timesheet Status
TImesheet submissions can be in one of four different Timesheet Statuses. Saved and Not SubmittedPendingRejectedApproved To access the Time Report you need to be an Operations user and in the Time Report Access Group (ask the support team for access to this group). 1. Saved and…
How to approve Timesheets (best practice)
Please note All US-based Havas companies will begin utilizing TalentSpace to request and track time off in 2022. Read More > This guide is for offices that use Pulse PTO. In Pulse we have two tools that are used to approve Timesheet submissions: General Time Approval pageWeekly…
Changing Pulse-Agresso values with Project Amendments
Overview When Pulse is used with Agresso, Projects share some attributes with Agresso (eg Project Name) and have some have additional attributes that are required by Agresso (eg. Branch). When creating an Agresso Project the values are first set in the Pulse Project and then in the newly created Agresso…