Help Billing, Cost & Revenue Managers

Costing

• How do cost and billing managers manage timesheets in Polaris?
• Choosing how cost rates display
• Setting up file formats for time data exports
• Creating and exporting a time data export
• Selecting and reviewing time data for export
• Exporting time data using the Time Workbench
• Viewing normalized hours and costs in reports

SmartBudget

• Data import fields and formats
• SmartBudget setup checklist
• Maximizing profit with SmartBudget
• Adding and committing a SmartBudget
• How SmartBudget rates are calculated
• How costs are normalized in Polaris