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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.

Project and Resource Management using MS Project Integration

Harness the Power of Polaris PSA and Microsoft Project

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MS 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.
Real-time Project Management using MS Project
Resource Management Optimizing using MS Project

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.
Costing and Client Billing using MS Project

Modern & Mature Integration Platform

An Enterprise Ready Time Tracking Platform with Security, Flexibility and Scalability

Integrations
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.

Integrations
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.

Integrations
Extract Any Data You Need

Open APIs library available to extract any data you want from any system.

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