HelpProject & Resource Managers

Projects

• Where can I find information on using Polaris PSA?21 Oct 2020
• Why isn’t a particular task available for time entry?29 Sep 2017
• A project or task that a user shouldn’t have access to is available in their timesheet29 Sep 2017
• Generating manually-triggered custom billing items27 Mar 2017

Setting Up

• Adding tax profiles for invoicing14 Oct 2020
• Projects tour (video)13 Nov 2017
• Setting up a project21 Oct 2014
• Copying a project21 Oct 2014
• Updating project information21 Oct 2014
• Assigning a project team21 Oct 2014
• Adding tasks to your project21 Oct 2014
• Assigning tasks to team members21 Oct 2014
• Customizing billing rates for a project21 Oct 2014
• Assigning billing rates to team members21 Oct 2014
• Billing multiple clients for a project11 Apr 2017
• Can I attach a file to a timesheet or time off booking?28 May 2018
• Where can I record notes or details about a project?11 Sep 2018
• Using groups to limit data access (video)25 Jul 2018
• Letting users choose which client is billed for a multi-client project28 Jun 2017
• Allocating a project’s costs to multiple clients19 Oct 2016
• Editing data using RIA (video)23 Sep 2016
• About the RIA data entry features25 May 2016
• Adding data using RIA24 May 2016
• Common RIA use cases24 May 2016
• Editing data using RIA24 May 2016
• Logging in to RIA24 May 2016

Integrating

• Integrating with Replicon18 Jul 2018
• Installing the Microsoft Project add-in21 Oct 2014
• Transferring project data to and from Microsoft Project20 Oct 2014
• Syncing a project with Microsoft Project21 Oct 2014
• Troubleshooting Microsoft Project sync errors20 Oct 2014
• Transferring project data to and from QuickBooks20 Oct 2014

Monitoring

• How do I know when a project is reaching its estimate?07 Jan 2019
• Running project reports21 Oct 2014
• Setting and tracking project costs by cost type (CapEx or OpEx)22 Oct 2014
• Setting and tracking project estimates22 Oct 2014
• How costs are normalized in Replicon22 Oct 2014
• Viewing normalized hours and costs in reports22 Oct 2014

Managing and Maintaining

• Searching and filtering lists23 Oct 2014
• Closing projects or tasks to prevent further time entry21 Oct 2014
• Deleting a project or task21 Sep 2017
• How do I find a deleted or archived project? A closed task?21 Oct 2014
• How do we change a project’s status? What do the project statuses mean?20 Sep 2017
• Using the Replicon Mobile app23 Oct 2014
• Can I change the time zone used to display punch times?28 May 2018
• The Team > Approvals menu is missing items24 Sep 2017
• Client representative approvals (video)17 Jul 2017
• Assigning co-managers to projects, clients, or programs21 Oct 2014
• Allowing a client to approve timesheets before billing21 Oct 2014
• How do I edit items before approving them?20 Oct 2014
• Approving or rejecting items20 Oct 2014