Help Administrators

Projects

• Setting up project and client codes

Integrations

• Understanding how third-party tools integrate with Polaris
• All about resourcing
• Integrating with Polaris
• Setting up and assigning project roles

Resources

• Data import fields and formats
• Setting up resource pools
• New feature: Cost optimized resource allocation
• How do I prevent All Users from being automatically assigned to new projects?
• Setting up resource profiles
• Tracking billable hours against targets
• Setting up skills to assign to resources

Project approvals

• Allowing a client to approve timesheets and expense sheets
• Approving or rejecting items
• Viewing and approving items using the Replicon Mobile app
• How approvals work

Billing

• Data import fields and formats
• Configuring auto-generation of bill, credit memo, and payment reference numbers
• Allowing a client to approve timesheets and expense sheets
• Monitoring project progress
• Choosing how cost rates display
• SmartBudget setup checklist
• Maximizing profit with SmartBudget
• How SmartBudget rates are calculated
• All about billing
• Adding tax profiles for invoicing
• Setting up invoice templates
• Setting up cost normalization rules

Costing

• Data import fields and formats
• Monitoring project progress
• SmartBudget setup checklist
• Maximizing profit with SmartBudget
• How SmartBudget rates are calculated
• All about billing
• Setting up invoice templates
• Setting up cost normalization rules