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Activities Bill - PSA only Bill Plan - PSA only Billing Rates - PSA only Business Costs - PSA only Clients Groups (departments, employee types, locations) Holidays Initial Revenue - PSA only Project Roles Projects Resource Allocation Resource Request and Allocation Role S...

Resource pools are ad hoc groups of resources that administrators or resource managers can create in Polaris. To learn more about them, refer to All about resource pools. Administrators or resource managers can add resource pools, and they can assign resources to pools on the Resource Pools page, or in user profiles or resource profiles. Required...

What are resource pools? Required permissions How are resource pools different from groups? Use cases where resource pools are useful Resource pools workflow Things you can do using resource pools FAQs Related links What are resource pools? Resource pools are ad hoc groups of resources that administ...

You may be able to choose which language you’d like to view Polaris in. To choose your language: Click the gear icon located in the bottom, left-hand corner of the page, and select Settings. Select the Formatting tab, then select the language you wish to use from the Language drop-down. Click Save. Log out of Polaris, and then log back...

Changes for project managers Changes for resource managers Other related changes In April 2023, we’ll be adding cost optimization features to resourcing in Polaris. These features should help project managers better control the costs of resources allocated to their projects, and better understand how each resource impacts thei...

A portfolio is a bucket of projects that typically have a single budget and manager, and often share a single resource team. Projects and requests belonging to the same portfolio may also share other features. They might: Belong to the same business unit Be part of the same product line Have similar sized budgets Share goals or initiatives ...

The Polaris suite is aimed at Professional Services companies (PSOs) and acts as a replacement for Replicon's billing, costing, and expense products, such as TimeBill Plus, TimeCost Plus, Professional Services Automation, Project Portfolio Management, ProjectTime, and Expense Plus. It doesn't, by default, include payroll and attendance functionali...

Product teams and IT departments often receive project ideas from within their organizations and from external sources, like customers. However, they don't always have the resources to immediately implement those ideas. Therefore, they need a method of collecting and storing ideas, while they evaluate them. Polaris PPM lets IT and portfolio manag...

We publish improvements to Polaris every week. To keep up to date, you can subscribe to categories in the Replicon community to have updates delivered straight to your inbox. See the table below for information on all of your options for keeping up with changes in Polaris. Type of document When is it posted/sent? What does it in...

Q2 2023  Find out what we added to Replicon in the second quarter of 2023. These features are profiled: 00:20 Job-based scheduling in Replicon 01:27 Project-dependent custom timesheet fields in Replicon 02:22 Project lookup card in Replicon 02:47 Cost optimized resource allocation in Polaris 03:42 Resource pools in Polaris 04:27...