Help Project Managers

Setting Up

• Using the Polaris PSA mobile app
• Duplicating a project
• Adding a project
• Viewing and updating a project’s status
• Updating basic summary settings for a project
• Adding a task to a project

Billing

• Creating credit memos
• All about billing
• Applying payments to bills
• Billing a client
• Why can’t I reopen timesheets?

Importing data

• Mass adding, updating, and deleting data using data import