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I can’t see “Create Project”(Project Wizard) on my Dashboard

Project Wizard is a generic tool used for Project Creation. Project Wizard is available in all offices for creating both Financial and Non-Financial Projects.

Screenshot of the Project Wizard

Project Wizard on HavasPulse.com is accessed via the ‘Create Project‘ button on the Homepage Dashboard. All users that have the ‘Manage ProjectsPermission will have the ‘Create Project‘ button on the homepage dashboard.

The ‘Create Project’ button in the Quicklinks section of your Dashboard

This ‘Manage ProjectsPermission is available for Project Manager and Operations User permission profiles.

To gain access to the ‘Create Project’ button (Project Wizard)

  1. Speak to the Pulse Administrator in your Office, and ask to have your Pulse User account upgraded to a Project Manager or Operations User.
  2. If you cannot find the Pulse Administrator for your Office, you can raise a Helpdesk ticket and make the request for the upgrade.
    Please include in your request:
    a) Your manager’s name
    b) Why you need to be upgraded

Please Note: If your query relates to access to Job Builder, read this solution article

Example Screens – ‘Create Project’ button

Step 2– Clicking the ‘Create Project’ button takes you to the Project Wizard

Example Screens – Editing User’s Permission Profile

Please note: These steps require the user performing them to have Project Manager and Operations User permission profiles.

Step 1 – Edit user and locate the Permission Profile drop-down in the User’s Access Permissions

Step 1 – Change the User’s Access Permissions to Project Manager

KB.44480

Updated on July 20, 2020

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