Using the Polaris PSA mobile app:
If you use Polaris PSA, you can use the mobile app to carry out tasks. The app is available for both iOS and Android.
These are the actions each role can take using the mobile app:
Project managers
Adding and setting up projects
Adding and editing clients and programs
Reviewing and accepting SmartBeats
Requesting project resources
Car...
Adding and committing a SmartBudget:
Before using SmartBudget, ensure Polaris PSA has been configured with all necessary required data.
To add a plan:
Launch SmartBudget.
Add a new SmartBudget plan.
To do this, click the icon located at the bottom, right-hand corner of the page, complete the fields in the dialog that displays, and click Add SmartBudget.
The ...
SmartBudget setup checklist:
Certain data must be available in Polaris PSA for SmartBudget to make useful calculations. Refer to the checklist below for settings you must configure before adding and committing a SmartBudget.
You’ll need Administrator permissions to configure these settings.
You can use our import tool or mass edit functionality to quickly and easily add or...
Maximizing profit with SmartBudget:
The purpose of Polaris PSA’s SmartBudget feature is to help Professional Services Organizations (PSOs) achieve optimal profitability.
Why is it often difficult for PSOs to maximize profit?
To achieve maximum profit:
Managers must first know what billing rates will result in maximum profit, based on all relevant costs.
Second, they must ...
How SmartBudget rates are calculated:
The purpose of Polaris PSA’s SmartBudget feature is to help Professional Services Organizations (PSOs) achieve optimal profitability. Refer to Maximizing profit with SmartBudget for more information.
See below for information on how each value in the SmartBudget tables is arrived at.
Hours worked by role
Field name
Description
...
Adding a program:
A program is a set of projects, budgeted and managed together. You might choose to create programs:
To group projects for convenient access and reporting
To assign a cost budget to a group of projects
To add a program:
Select Programs from the side menu.
Click the icon located at the bottom, right-hand corner of the page.
In the d...
Allowing users to enter time against a project:
If you need a user to record time against a project, but you don’t need to define the amount of time they spend working on it, you can allow them access without submitting a resource request. Users allowed access in this way cannot be assigned as task owners.
To allow one or more users access:
Select Projects > Timeline > choose the pr...
Invoicing a client:
Once you’ve created a bill, you can submit it to the client – via email, or you can print and mail invoices.
Before you start sending clients invoices, confirm that your invoice template is configured correctly.
To submit an invoice:
Go to Billing, and select Transactions; Or, go to Projects, choose a project, and click the Billing & ...