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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 the”Project Name”, we must lodge a “Project Amendment” to change the value in both Pulse and Agresso.

1. From the Project Summary page hover over the “Summary Actions” drop-down and click “Project Amendment”

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

If you can’t see this option please ask Finance to make the change for you.

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

2. On the “Project Amendments” screen click “Create New Request”

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

3. Under ‘Type’ select ‘Project Title’

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

4. Provide new Project title and Reason for Request

Provide a reason for the title change:

The “Create New Request” modal when creating a “Project Title” amendment, highlighting the “Reason For Request” text field

Provide the new title for the Project:

The “Create New Request” modal when creating a “Project Title” amendment, highlighting the “Project Title” field

5. Click “Submit” to lodge the Amendment Request

Clicking submit will notify the User or Users who are nominated to Approve Project Amendment Requests in your Office. This is always the Finance team but can also include other Users depending on the setup of your Office.

The “Create New Request” modal when creating a “Project Title” amendment, highlighting the “Submit” button

Depending on your permission you may see an “Approve” button which you can use to approve amendments immediately.

KB.45131

Updated on August 5, 2020

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