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Project, Resource & Financial Governance

Standardize projects, resource, billing, and other processes across your services business for a consistent view.

project governance

Define Projects and Metrics

Pipeline projects

Directly pull from CRM and plan all key project elements.

Complex WBS

Set up projects with complex work breakdown structures based on your needs.

Project budgets

Create budgets, add estimates, and cost constraints.

Project metrics

Set and track required project metrics for every project across your business.

project governance model
psa project governance

Manage Project Lifecycle

Project checklists

Define key items needed at each stage: Initiation, Planning, Execution, Close.

Project communication

Communicate with all key stakeholders any gating requirements at each project stage.

Process adherence

Leverage the project checklists to enforce process adherence.

Standardize execution

Ensure global project governance while meeting all local needs for execution.

Project Documentation

Store project details

Include additional documentation or supporting information in projects, expenses, time off and timesheets to provide details or justify work done.

Make documents compulsory

Enable validation rules to make attachments mandatory and prevent loss of critical information by ensuring all relevant documentation is attached.

Simplify audits

Enhance your business process governance with supporting documentation and improve audit compliance processes.

Google Docs, Dropbox & more

Store and attach documents or links (like Google docs, Dropbox, MS Sharepoint) to give additional information.

project governance documentation
project governance lifecycle

Manage Resource Lifecycle

Define resources and skills

Create roles needed to get your project done and include skill requirements.

Forecast resource requirements

Build-in project resource and skill needs to factor in effort with every project.

Resource workflows

Enable collaboration between resource and project managers around resource requests and allocation with standard workflows.

Set billable hours

Translate revenue goals to organization, department and individual billable hour target for easy communication and tracking.

Standardize Billing and Revenue

Define rate cards

Model multilevel rates based on contracts right at client level for use across projects specific to that client.

Set billing plans

Model billing plans – fixed-bid, time & materials, flat or any combination – as needed.

Manage revenues

Build and apply standard revenue contracts across projects, clients, practices and departments.

project billing
Powerful Dashboarding

Powerful Dashboarding

Real-Time Budget Tracking

Track and manage project budgets more efficiently with real-time insights into project expenses.

Scope of Work

Don’t let your project derail from the intended scope by easily comparing the proposed budget with the actual expenses.

Real-Time Margin

Get accurate up-to-the-minute insights into margins with a more powerful live margin percentage tracker offered by Polaris.

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