Release Notes

Release Notes – RC21.0528

FEATURES [#49527] Automatic Project Naming Conventions for your Office This new feature will allow agencies to setup an automatic naming convention for their projects when using the Project Wizard. In this first release of this feature there are only 6 fields to choose from. Setting up the naming convention…

Release Notes- RC21.0514

FEATURES & ENHANCEMENTS Introducing the “Pulse Planner” Introducing our new “Pulse Planner” feature: an interactive tool that allows you to visualise and adjust the timings of multiple ‘real’ and ‘planned’ Projects on a Schedule timeline or “Plan”. It includes many powerful features to view and filter your Projects by Office, Job…

Release Notes – RC21.0430

FEATURES & ENHANCEMENTS Make the ‘Welcome’ Widget appear on all Users Home Dashboards We are setting the ‘Welcome Widget’ as the default view for all users. This view includes a “Pulse Support” button and will provide a wider reach to Release Notes and the Support Hub! Screenshot of the…

Release Notes – RC21.0416

FEATURES & ENHANCEMENTS New Adobe Sticky Notes Feature We have added a new feature to enable Users to launch images and PDF files into the Adobe Sticky Notes tool. The Adobe Sticky notes tool has a slightly different feature set to our native Pulse Sticky Notes – including the…

Release Notes – RC21.0402

FEATURES & ENHANCEMENTS Update to the Pulse-Talentspace staff sync tool: Phase 1: automatically move users office if within same Finance Profile We are updating the Pulse-Talentspace staff sync tool that is used to update and create Pulse User records so that it automatically moves users to the correct Pulse…

Release Notes- RC21.0319

FEATURES & ENHANCEMENTS Asset Detail Screen for Finance Documents not under Workflow The final asset detail screen is complete! This variance is for Finance Documents that are not under workflow. This screen has the following differences: 1. Due Date – matches the Finance Document due date 2. Different Title…

Release Notes- RC21.0305

FEATURES & ENHANCEMENTS   Variance for Finance Documents under Workflow The penultimate variance of the Asset Detail Screen upgrade dealing with Finance Documents which are under a “ Workflow”, such as Estimates, Purchase Orders and Invoices. There are 4 key differences to the Asset Detail screen when the Asset…

Release Notes – RC21.0219

FEATURES & ENHANCEMENTS Feature: File Open and Sticky Notes dont record in the assetdownloads table If a user accesses a file in Pulse via the ‘Open’ or ‘Sticky Notes’ function, it does record this as being downloaded. This means that the reports for ‘Asset Download’ are wrong, as it…

Release Notes – RC21.0205

FEATURES   New Pulse Website & Learning Academy We are happy to announce that we have launched a new Pulse Website.https://www.pulsecollab.com Screenshot of the Pulse Homepage and Feature Training Modules The new website includes: “Pulse Academy” where you can access online eLearning for Pulse.“Support Hub” where you can…

Release Notes – RC21.0122

FEATURES & ENHANCEMENTS Design update to the Finance Document PDF We’re excited to have a new update for the Finance documents PDF printout design! This has given us the chance to create a more streamlined layout that increases the readability of the document and uses an improved clean and…

Release Notes – RC21.0108

FIXES Bug: Project Template not in the description, date or escalated tasks Fix – When using a Project Template in the Project Wizard we found a few issues: If the template has tasks that have descriptions, these don’t pull throughGannt chart dates are messed upThe escalated tasks do not copy…

Release Notes – RC20.1204

FEATURES & ENHANCEMENTS Asset Detail Screen Update The update of the Asset Detail sees the first addition of new enhancements to the Pulse UI that will be rolled out in the months to come. The team has been striving to improve the user experience and this showcases some of…

Release Notes – RC20.1120

FEATURES & ENHANCEMENTS Show Parent Tasks in the Task Explorer Parent Tasks do not show up in the Task Explorer which gave the impression of ‘missing’ tasks. To solve this issue, we have added a filter named “Include Parent Tasks”  to the ‘More Option’ filters section which allows you…

Release Notes – RC20.1106

FEATURES & ENHANCEMENTS Office Level default values for Agresso finances The UK and EU instance of Pulse-Agresso use Finances in Pulse. As a result, on creation of a project there are additional fields you need to populate before a project can be approved. For example: Is there a PO…

Release Notes – RC20.1023

FEATURES & ENHANCEMENTS You now have the option to select ‘and’ or ‘or’ logic when filtering the Task list by Tags Do you use the Task List to manage user’s workload? Do you use Tags to classify Tasks? Have you ever wished you could do an ‘and’ on tag…

Release Notes – RC20.1009

FEATURES & ENHANCEMENTS Automatically set Timesheet Start Date for non-Agresso users The Timesheet Reminder tool uses a User’s ‘Timesheet Start Date’ to calculate when to start checking compliancy. For Agresso linked Users, this information all comes from Agresso, however, non-Agresso users need to set this field manually. Going forward, any…

Release Notes – RC20.0925

FEATURES & ENHANCEMENTS Add Comment Box for Categories on Estimates and Invoices We have added a Comment box under each Category in Estimates and Invoices. This is a legal requirement in Germany where any comments after the Grand Total figure are treated as non-legally binding. Therefore, they need all…

Release Notes – RC20.0911

FEATURES & ENHANCEMENTS Show how many times an Asset or File has been downloaded We have updated the meta data of our Assets to include a download count. The download count will show in both the Files Tab and in the Asset Library. Screenshot of the Files tab highlighting…

Release Notes 9 Sept 2020 – RC20.0828

FEATURES & ENHANCEMENTS You can now close a Job and block Timesheet Submissions after the “Project End Date” has passed Project Amendments can now be used to close a Job and block timesheet submissions even after the “Project End Date” stored in Agresso has passed. Previously, the Project End…

Release Notes – RC20.0814

FEATURES & ENHANCEMENTS Updated WYSIWYG editor for Wiki Pages and Comments We have updated the WYSIWYG editor used for editing Wiki pages and Wiki Comments in the Wiki tab of Projects from CKEditor to TinyMCE. This WYSIWG editor is similar to the previous one but provides better formatting options.

Release Notes 13 Aug 2020 – RC20.0731

FEATURES & ENHANCEMENTS You can now Reply to Sticky Notes We have added the ability to Add Comment “replies” to Notes in our Sticky Notes feature. Sticky Notes can be edited or deleted by their author, while Comment Replies cannot be edited but can be deleted by anyone with…

Release Notes – RC20.0717

FEATURES & ENHANCEMENTS New WYSIWYG editor for task descriptions and comments We have changed the WYSIWYG editor in the Task Description and Task Comments from CKEditor to TinyMCE. This WYSIWG editor is similar to the previous one but provides better formatting options. Ability to Export Sticky Notes This feature…

Release Notes – RC20.0703

FEATURES & ENHANCEMENTS Offices (aka Agencies) can now set their ‘Default Currency’ We have added a new field into the Office Settings to store the ‘Default Currency’ of an Office (aka Agency). This feature is predominantly for Non-Agresso Offices who will use this as the default  ‘currency’ when creating…