Help Project Managers

Setting Up

• Working with portfolios
• Handling availability limitations when allocating resources to a project
• Rescheduling a project
• Archiving or removing a project
• Adding additional categories using tags
• Using the Polaris PSA mobile app
• Duplicating a project
• Adding a project
• Viewing and updating project statuses
• Updating basic summary settings for a project
• Adding a task to a project

Billing

• Managing expenses for a project
• Data import fields and formats
• Setting up rates for a project
• Allowing a client to approve timesheets and expense sheets
• Monitoring project progress
• Choosing how cost rates display
• Creating credit memos
• All about billing
• Applying payments to bills
• Billing a client
• Adding a bill plan to a project
• Why can’t I reopen timesheets?

Costing

• Data import fields and formats
• Managing enhancement requests
• Setting up rates for a project
• Monitoring project progress
• Choosing how cost rates display

Importing data

• Data import fields and formats
• Using data import to mass add, update, and delete data