Help Project Managers

Projects

• What are managed vs unmanaged projects?

Setting Up

• Using the Polaris PSA mobile app
• Creating credit memos
• All about billing
• Applying payments to bills
• Billing a client
• Adding a project
• Duplicating a project
• Viewing and updating a project’s status
• Updating basic summary settings for a project
• Adding a task to a project
• Mass adding, updating, and deleting data using data import
• Why can’t I reopen timesheets?

Integrating

• Integrating with Polaris
• Transferring project data to and from QuickBooks

Managing and Maintaining

• Using the Replicon Mobile app
• Viewing and approving items using the Replicon Mobile app
• How approvals work