How to Create a Project

Project Wizard – Template Selector

Projects are the Back-Bone of Pulse.

All Tasks, Files, Notes, Wiki Pages, Finances, Resource Bookings and Timesheets are linked back to Projects.

SO, to use Pulse, you need to know how to Create a Project.

In this training Module, we will cover:

  1. How to Create a Project with ‘Project Wizard’
  2. How to Create a Project with ‘Job Builder’
  3. How to edit Project Settings after you have created a Project
  4. How to create a Project Template

This module should take 10 minutes to complete.