How to Invite a User to a Project
The Project Team tab is used to control who is 'invited' to a project.
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Project Management
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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... -
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... -
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... -
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... -
How to set Filters in Global Search Results to include results from Completed Projects
Sometimes you can’t see a project, task or file you are looking for in Global Search because you have Filters applied. So if you... -
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... -
How to create a Project Template
Go to https://havaspulse.com/v2/project-wizard Select any fields on the Pulse step (they are irrelevant for templates) but in the dropdown ‘Is Financial‘... -
How to set a user’s Department or Role in the Resource Planner
1. Go to the address book 2. Search for the user and click edit 3. On the edit screen click... -
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... -
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... -
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.... -
How do I change the Project Name?
In Projects that are linked to Agresso, the”Project Name” is stored in both Pulse and Agresso. In order to change... -
How do I change ‘Project Start’, ‘Project End’ or ‘Timesheet Start’ Dates?
In Projects that are linked to Agresso, Projects have a ‘Timesheet Start‘ ‘Project Start‘, ‘Project End‘ dates that are stored... -
How do I block Timesheet Submissions?
This article explains how to “close” and “block” Timesheet submissions to a Project that is linked Agresso. For Pulse-Agresso Projects this is done via a Project Amendment. -
How to invite Users to Projects
This article explains how to Invite users to a Project Team so they receive Notifications, can work on Tasks, make Comments, attach Files and add the Project to their Timesheet Records. -
How to Customise the Project Dashboard
The Project Dashboard uses customisable Widgets to display a summary of information for the project. The Widgets shown can be... -
How to Customise Project Tabs
The ‘Project Tabs‘ navigation shows the features enabled for each project. Each project can have different features enabled, depending on... -
How to move a File from one Project to another
If you want to move a file from one project to another, you can use the move files feature in... -
How to move a Folder from one Project to another
If you want to move a folder and its contents from one project to another, you can use the “Move...