Get Better Visibility into Projects and Resources with Polaris PSA
Polaris PSA and Microsoft Project helps to streamline project resource management, improve utilization, and keep project financials up-to-date.
Harness the Power of Polaris PSA and Microsoft Project
Real-time Project Management
Automatically pull projects from MS Project into Polaris PSA with all the project details. Manage your projects in real-time with live inputs around effort and completion estimates.
- Create and manage projects in Polaris PSA
- SmartBeats get real-time view of project progress, resources, work done & remaining work
- Manage estimates to actuals in real-time to ensure on-time, on-budget delivery.
Optimize Resource Management with SmartMatch
Enable project managers to start an early conversation with resource managers to reserve resources for upcoming projects. The AI-powered SmartMatch quickly identifies most-suitable resources from a global pool based on availability, location, skills, department, or other criteria.
- View global resources to determine their current and future allocation levels.
- Track skills, certificates and expertise levels in one place
- Leverage SmartMatch and built-in collaboration workflows for project resource fulfillment.
Accurate Costing and Client Billing
Utilize custom rates to generate costing & billing information. Leverage versatile bill plan modeling to accommodate various client/project billing needs.
- Build rate cards with effectivity dates for each role
- Manage invoice adjustments, exceptions, and delinquencies with ease.
- Quickly reconcile revenue with contracts, WIP, and billing.
Modern & Mature Integration Platform
An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves.
Extract Any Data You Need
Open APIs library available to extract any data you want from any system.