Rules of Foundation Elements

1. The concept of an ‘Office‘ in Pulse is used to represent a ‘Logical Home‘ for Users and Projects

2. An ‘Office‘ can represent a real-world location or legal entity where work is conducted. (Such as ‘Pulse HQ London’)

3. OR, an ‘Office‘ can represent a ‘Conceptual Grouping‘ of Users and Projects. (Such as ‘ACME Global’)

4. Typically you would create an Office for your Primary Business Location as a Home for your Users.

5. Also, you would typically create an Office for any Clients or Vendors you intend to add as Users for the purpose of Collaboration in Pulse.

1. A User can be Staff for Your Company, or can be a Client or Vendor

2. A User has an ‘Access Profile‘ to control what they can see:
– The Default Access Profile is ‘See All Projects in My Office‘.
– The Restricted Access Profile is ‘Invite Only‘

3. A User has a ‘Permission Profile‘ to set what Features they can use

4. A User must have a ‘Home‘ Office

5. A User can also be mapped to additional offices via the ‘Multi-Office‘ setting

1. The concept of ‘Brands‘ in Pulse is used to track for whom a Project is being completed.

2. The primary purpose of the Brand information is to provide Meta-Data for Reporting and Tracking of Projects, however there are Security controls related to Brand also.

3. In some businesses, it might be easier to think of Brand as a ‘Product‘. The term ‘Brand‘ can be translated in Pulse to ‘Product‘ (Or any similar term) in your system if you prefer.

4. Every Project must be associated to a single Brand. Any Tasks or Files added to the Project will inherit the Brand Meta-Data.

5. Brands are Global across Pulse. They are shared across Offices to allow Global Reporting

4. Access to Brands is controlled by User and Office Mapping to Brands

5. Separate Brands can be grouped together into what we call a ‘Master Client’

6. In some businesses, it might be useful to think of a ‘Master Client‘ as the ‘Main Customer‘ which has a Collection of Brands.

1. Projects are the Base-Level Repository of Work managed in Pulse

2. Projects are created via the Project Wizard or ‘Job Builder‘ technology. They are Not Created or Managed via the Address Book.

3. A Project can have many Tasks and Files and Wiki Pages

4. A Project must belong to a single Office

5. Typically a Project is created in the Office where the Work will be conducted by Users

6. A Project must be assigned to a single Brand

7. Many Users can be invited to a Project to form the ‘Project Team‘

8. The ‘Project Team‘ has special permissions and workflow controls within the Project (Such as the ability to complete Timesheets for the Project)

9. Users from different Offices can be invited to a single Project Team. This is useful if you want to collaborate across offices or with Clients or Vendors.