Polaris PSA setup checklist

Before you can start using Polaris PSA 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

 

Resourcing

See Resource 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