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 Project.
After a project is created, if you need to change one of these shared values, you need to lodge a Project Amendment Request.
This article will identify the values which are shared between Pulse and Agresso, and describe the different types of Project Amendment Request.
Depending on your Office and instance of Agresso you may not see the all the different Amendment Types available to select.

How to create a Project Amendment Request

1. Go to The Project Amendments Page

To find the Project Amendments page hover over the Summary Actions button:

*Project Summary Page highlighting the “Summary Actions” drop-down*

Then click “Project Amendments”.

*Project Summary Page highlighting the “Project Amendments” link in the “Summary Actions” drop-down*

This will take you to the Project Amendments page.

2. Click the “Create New Request” Button

*The “Project Amendments” screen highlighting the “Create New Request” button*

3. Select the type of Project Amendment Request you Require

There are many different types of Amendment request that may be used to modify values shared between Pulse and Agresso. The kinds of Amendment Request you see in the drop-down list will depend on your Office setup and instance of Agresso.

*The “Create New Request” modal *highlighting* the “Type” select list*

The “Create New Request” modal *highlighting* some commonly available Amendment types in the “Type” select list

For explanations of how to lodge some common types Amendment Requests please read the following articles:

Project Details
Used to change Project Owner on a Project
Project Dates
Used to change the Start / End Date or Timesheet Start Date of a Project
Project Status
Used to block or Close Timesheet submissions to a Project
Project Name
Used to change the Project Name

Viewing previous Project Amendment Requests

A history of previous Project Amendment Requests is shown on this page.

*The “Project Amendments” screen highlighting the “Previous Project Amendment Requests” highlighting the “Show Details” button*

You can click the “Show Details” button to see the details of previous Amendment Requests.

*The Project Amendments screen highlighting the details of a previous Project Amendment Request*

Which values are shared between Pulse and Agresso?

When creating a new project with the Project Wizard, the “Project Title” and the values entered on the “Agresso” step of the Wizard are sent to Agresso when the Project is created.

Screenshot of the “Agresso” step of the Project Wizard

As the values listed below are stored in both Agresso and Pulse and Ammendment Request is required to change the values on both systems.

Amendment Type	Value
Project Title	Project Title
Project Details	Agresso Contract Client
	Branch
	Agresso Project Owner
	Agresso Account Manager
	Job Finance Type
	Billing Currency
	Exchange Rate Type
	Invoice Rule / Price List
Project Status	Project Status
	Timesheet Status
Project Dates	Timesheet Entry Start Date
	Project Start Date
	Project End Date

Amendment Type	Value
Invoice Information	Payment Terms
	Tax Code
	Tax System
Master Job	Master Job
Master Job Budget	Fee Budget
	OOP Budget
Project Relations	Job Year
	Billing Address Attribute
	Estimate Funds Check Level
	Job Category
	Job Sub Category
	Master Client
	Work Category
	Line of Business
	Pulse Office
	Admin Job (Y/N)
	Job Air Date
	Legal Entity
	Pulse Airing Country
	Master Client (Interim)
	Master Brand (Interim)
	Master Product (Interim)
	Fee Classification
	Automatic billable project
	Brief Country
	Type of Work
	Account Administrator
	Product Group
	Project Practice Group

KB.45111