Polaris setup checklist

Before you can start using Polaris to manage your projects, resourcing, and billing, you’ll need to set up a few things.

The table below lists things you’ll likely need to set up. Click the links for more information.

Once administrators have finished setting up users, roles, and skills, resource managers can configure resource profiles, so those managers can find resources to allocate to projects. Refer to Setting up resource profiles for more information.

Feature to set up	Notes	Setup location
Timesheets		See Time tracking setup checklist for locations
Expenses		See Expense tracking setup checklist for locations
Project management		See Project management setup checklist for locations
Time off settings	You can set the time off type used for holidays in your system, and a couple of other options	Administration > Time Off > Time Off Settings
Permissions	If you used the checklists referenced above, you may only have a few permissions left to set up, like ones related to time off	Administration > Employees and Organization > Permissions Sets
Notifications	These notifications are primarily related to submitting and approving timesheets and expenses; resourcing notifications are also available, and are set up by the recipients by clicking Notifications in the side menu.	Administration > Notifications System > Notifications
Groups	For example, departments, employee types, and locations Groups can be used to limit access to data	Administration > Employees and Organization > <Group type name>
Office Schedules		Administration > Schedules > Office Schedules
User custom fields	If you used the checklists referenced above, only User custom fields are left to set up, if you require them	Administration > Employees and Organization > User Settings
User default settings	Set up time format, project name format, report, and other settings that will be assigned to each new user you add	Administration > Employees and Organization > User Settings
Holiday calendars		Administration > Company > Holiday Calendars
Users	You’ll need to add users, and configure their user profiles; set up all other features first, so they’re ready for assignment to users	Administration > Employees and Organization > Users

Help Administrators

Polaris setup checklist

Related links