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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 in both Pulse and Agresso. In order to change these dates, we must lodge a “Project Amendment”.

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 Dates’

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

4. To change the Timesheet Start Date

The “Create New Request” modal when creating a “Project Dates” amendment, highlighting the “Timesheet Start” date select

5. To change the Project Start Date

The “Create New Request” modal when creating a “Project Dates” amendment, highlighting the “Project Start” date select

6. To change the Project End Date

The “Create New Request” modal when creating a “Project Dates” amendment, highlighting the “Project End” date select

7. 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 Date” amendment, highlighting the “Submit” button

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

KB.45129

Updated on August 10, 2020

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