How to mark users as ‘Alien Users’
The purpose of marking a User as an “Alien User” is to allow a user from outside their Primary Office to add time to Projects within another Office. When marking a user as an Alien User you can select a Role from the list of Roles determined by your…
I can’t mark users as Alien
For a user to be able to mark another user as an “Alien User” the user must have permission to “Manage Alien Users”. This requires help from a Pulse Support Team Member. Before you can mark a user as an “Alien User” there must be: An approved Alien User Intercompany…
How to set a user’s Department or Role in the Resource Planner
1. Go to the address book Screenshot of the Users list in the Address Book highlighting the search box 2. Search for the user and click edit Screenshot of the Users list in the Address Book highlighting the edit icon 3. On the edit screen click the Resource Bookings tab…
How to create a new Brand or Master Client
Brands correspond to real-world trademarked names for a Company’s end-products and services. For this reason, Brands are sometimes referred to as “Products” and the terms are interchangeable in Pulse. Brands are a global setup in Pulse and exist across a Pulse Network. A Brand belongs to a Master Client,…
How to use the “Why can’t I see my project” tool in Timesheets
If you are attempting to add Timesheet records but cannot find the Project you need to add time to, you can press the “Why can’t I see my project” button on the New record modal. You need to know the Agresso Job Number of the Project in order to…
How to set an Alien User default role
Only users who are part of the Operations Group can access this feature in Pulse. User Pre-conditions Before users can be invited to a project outside their Agresso Client, an Alien User Intercompany Agreement needs to be setup.their Agresso User Record must be within a valid start and end date for the…
Resolving Timesheet Submission Errors with the Timesheet Error Resolution Report
The Timesheet Error Resolution Report groups current problematic user Timesheet Submissions by Error Message and their various Error Responses. This article will describe the potential reasons behind the Error Messages and Error Responses so you can diagnose why timesheet submissions have failed to submit to Agresso. Where is the Report?…
How to use the Timesheet Error Resolution Report to Resolve Timesheet Submission Errors
There are two main tools we use in Pulse to resolve Timesheet Submission Errors. Timesheet Status ReportTimesheet Error Resolution Report Access to the Timesheet Error Resolution Page requires a specific User Profile.If you need access to this report please raise a support ticket including your Finance Manager for…
How to create a Project Template
Go to https://havaspulse.com/v2/project-wizardSelect any fields on the Pulse step (they are irrelevant for templates) but in the dropdown ‘Is Financial‘ change this to ‘Non-Financial‘Select a blank templateDon’t invite any users & create the project.Once the project is created click the Summary Actions select list > Click ‘Edit Project Settings‘On edit,…
I can’t Close a Project in the Finance Settings (Agresso)
Sometimes you may be unable to Create and/or Approve an Amendment Request to close Project in the Finance Settings. Screenshot of the “Create Amendment Request” form showing the Project Status toggle select The “Project Status” select list may appear in a “disabled” state: Detail of the “Project Status” modal showing the…