Help Administrators

Feature Setup

Timesheets

• Setting workflow conditions in timesheet templates
• Testing timesheet validation rules using the simulator
• Can we use ZeroTime™ with Polaris?
• Data import fields and formats
• Do Replicon and Polaris record an audit trail of changes?
• How do I prevent All Users from being automatically assigned to new projects?
• Allowing a client to approve timesheets and expense sheets
• Setting up submission of individual time entries (video)
• What is a time entry submission workflow for timesheets?
• Understanding time allocation
• Using data import to mass add, update, and delete data
• A validation displays on a user’s timesheet, but they can still submit it
• Setting up timesheets (video)
• Setting up approvals (video)
• How do I make activity selection mandatory?
• The Holiday time off type isn’t available when booking time off
• Holiday hours do not auto-populate on timesheets
• Setting up conditional approval rules
• Setting up timesheet autofill and quick fill population methods
• Setting up timesheet validation rules
• Setting up time entry formats in timesheet templates
• Can timesheets be submitted automatically?

Time Off

• Do Replicon and Polaris record an audit trail of changes?
• Defining how approvals proceed when bookings are reopened
• Adding multiple holiday bookings at once
• How do I fix existing holiday bookings that include errors?
• Setting up approvals (video)
• The Holiday time off type isn’t available when booking time off
• Holiday hours do not auto-populate on timesheets
• Setting up conditional approval rules
• Assigning time off types to users
• Creating custom fields
• How approvals work
• Setting up holiday calendars
• Managing holiday bookings

Expenses

• All about billing
• Setting up expenses (video)
• Setting up approvals (video)
• Setting up conditional approval rules
• Creating custom fields
• How approvals work
• Setting up expense templates
• Setting up expense codes
• Expense tracking setup checklist

Projects

• Data import fields and formats
• Setting up resource pools
• New feature: Cost optimized resource allocation
• Setting up project and client codes
• Configuring auto-generation of bill, credit memo, and payment reference numbers
• How do I prevent All Users from being automatically assigned to new projects?
• Understanding how third-party tools integrate with Polaris
• Allowing a client to approve timesheets and expense sheets
• Monitoring project progress
• SmartBudget setup checklist
• Maximizing profit with SmartBudget
• How SmartBudget rates are calculated
• All about resourcing
• Setting up resource profiles
• All about billing
• Adding tax profiles for invoicing
• Integrating with Polaris
• Tracking billable hours against targets
• Setting up invoice templates
• Setting up cost normalization rules
• Approving or rejecting items
• Viewing and approving items using the Replicon Mobile app