Help Project Managers

Projects

• How do I prevent All Users from being automatically assigned to new projects?
• Choosing how cost rates display

Setting Up

• Data import fields and formats
• Working with portfolios
• Managing enhancement requests
• Setting up rates for a project
• Handling availability limitations when allocating resources to a project
• Allowing a client to approve timesheets and expense sheets
• Rescheduling a project
• Archiving or removing a project
• Monitoring project progress
• Adding additional categories using tags
• 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
• Adding a bill plan to a project
• Viewing and updating project statuses
• Updating basic summary settings for a project
• Adding a task to a project
• Using data import to mass add, update, and delete data

Integrating

• Understanding how third-party tools integrate with Polaris
• Troubleshooting Microsoft Project sync errors
• Transferring project data to and from Microsoft Project
• Installing the Microsoft Project add-in
• Syncing a project with Microsoft Project
• Integrating with Polaris
• Transferring project data to and from QuickBooks

Managing and Maintaining

• Working with portfolios
• Allowing a client to approve timesheets and expense sheets
• Rescheduling a project
• Archiving or removing a project
• Monitoring project progress
• Using the Replicon Mobile app
• Viewing and approving items using the Replicon Mobile app
• How approvals work