Using the Polaris PSA mobile app
If you use Polaris PSA, you can use the mobile app to carry out tasks. The app is available for both iOS and Android.
These are the actions each role can take using the mobile app:
Project managers
- Adding and setting up projects
- Adding and editing clients and programs
- Reviewing and accepting SmartBeats
- Requesting project resources
- Carrying out billing
To approve time and expenses, use the Replicon Mobile app.
Resource managers
- Configuring resource settings
You can’t fulfill resource requests using the mobile app.
Project resources
- Viewing your resource settings and allocations
- Submitting SmartBeats
To use timesheets and record expenses, use the Replicon Mobile app.
Billing managers
- Carrying out billing