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
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...