I can’t see “Create Project”(Project Wizard) on my Dashboard
Project Wizard is a generic tool used for Project Creation. Project Wizard is available in all offices for creating both Financial and Non-Financial Projects. Screenshot of the Project Wizard Project Wizard on HavasPulse.com is accessed via the ‘Create Project‘ button on the Homepage Dashboard. All users that have the ‘Manage Projects‘…
How to use Timesheet Status Report when closing a Project
The Timesheet Status Report is useful in the following situations: Closing a projectYou cannot Close a project from Pulse to Agresso if there are un-processed timesheet submissions Blocking future Timesheet Submissions on a projectYou cannot Block a project for future timesheet submissions from Pulse to Agresso if there are un-processed…
How to Filter for Completed Projects in Project List
You can Filter the Project List to show ‘Completed’ Projects: 1. Go to the Project List (aka Joblist) and click on the “Filters” button Screenshot of the Project List highlighting the “Filters” button 2. Scroll down to find the Status filter and set to “Completed“ The filter defaults to…
How to clear your Filters
Sometimes you can’t see a project you are looking for in Global Search or the Project List because you have Filters applied. So if you can’t find a project in these areas, it might be necessary to clear any Filters that are currently applied in your Search or Project List.
How do I enable multi-office access for a user in Pulse?
How to enable Multi-Office Access and add Additional Offices for a User
Automatically created Pulse User Accounts
Learn about the different ways you can request a Pulse Account.
How to open a Job/create a new Project in Pulse
To open a job in Pulse using the Project Wizard From the homepage, click ‘Create Project’.Fill out the Pulse and Agresso required fields.The job request will workflow to your Finance team to approve the request in Pulse.Once Finance approves, the job will be created in Agresso and a job number…
How to Invite a User to a Project
The Project Team tab is used to control who is 'invited' to a project.
I can’t find a Project in Dashboard, Global Search, Project List, or Task Lists
There are several possible reasons why you may not be able to find a project.
How to add a project to favourites? How to remove it?
You can add a project to your “Favourite Projects”. This will make the project accessible under the Project Favourites submenu under Projects in the Main Nav. Screenshot of the Favourite Projects submenu in the Main Nav with a single project added as a favourite 1. Locate the Project that you…