Polaris PSA is a brand new product for Professional Services Organizations. Polaris PSA offers advanced resourcing, task management, and billing rate optimization functionality.
Refer to the topics listed below for information on using Polaris PSA.
Using the Polaris PSA mobile app
What are managed vs unmanaged projects?
Viewing and updating a project’s status
Updating basic Summary settings for a project
Adding a bill plan to a project
Allowing users to enter time against a project
How do I know what projects and tasks I’m assigned to?
Maximizing profit with SmartBudget
Adding and committing a SmartBudget
How SmartBudget rates are calculated
Completing and submitting a SmartBeat
Viewing, editing, and accepting SmartBeats
Setting up resourcing notifications