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Getting Started
Adding a project
Learn how to create a new project
All about resourcing
Find out how resourcing works in Polaris PSA
All about SmartBeats
Learn what a SmartBeat is and what they’re used for
Top Topics
All about resourcing
Setting up resource profiles
Creating credit memos
All about billing
Applying payments to bills
Setting up resourcing notifications
Billing a client
Adding a project
Viewing, editing, and accepting SmartBeats
Updating basic summary settings for a project
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Managing and Maintaining
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