Managing expenses for a project:
Project managers can track and manage expenses for the projects they manage.
For each project, they can:
Choose which expense types are valid for that project
Enter estimates for each expense type, for each month of the project
View actual amounts recorded against each expense type, in real time
Specify whether each type of expense is bi...
Testing timesheet validation rules using the simulator:
You can test whether pay rules or timesheet validation rules are triggered by using the simulator available for each rule.
The simulator checks whether the rule would be triggered for a given live timesheet, and will show you the validation message that will display to the user.
Administrators and other managers can use the simulator to:
Bett...
How do cost and billing managers manage timesheets in Polaris?:
If you've moved to Polaris from Replicon, you've probably noticed that Polaris doesn't include a Cost or Billing side menu.
Refer to TimeBill Plus features that aren't available in Polaris for more information on differences between Polaris and Replicon.
Accessing cost and billing features in Polaris
Billing managers can view billing data u...
Replicon to Polaris transition guide:
What’s New in Polaris
About the upgrade process
Setup checklist for new Polaris features
TimeBill Plus features that aren’t available in Polaris
Where TimeBill Plus features are found in Polaris
Appendix A: TimeBill Plus features currently being added to Polaris
Appendix B: Differences in Polaris due to unavailab...
Can we use ZeroTime™ with Polaris?:
ZeroTimeTM is a feature that automatically gathers information on what a user worked on throughout their workday, so they can easily and accurately update their timesheet.
ZeroTime is available in Replicon and in Polaris.
For more information on ZeroTime, refer to:
Introducing ZeroTime
Using ZeroTime™ to fill in your timesheet
Related ...
Data import fields and formats:
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...
Setting up resource pools:
Allowing users to add resource pools and assign users to them
Restricting access to resource pools
Adding a resource pool
Assigning resources to resource pools
On the Resource Pools page
In user profiles
In resource profiles
FAQs
Related links
Resource pools are ad hoc groups of resources t...
All about resource pools:
What are resource pools?
How are resource pools different from groups?
Use cases where resource pools are useful
Resource pools workflow
FAQs
Related topics
What are resource pools?
Resource pools are ad hoc groups of resources that administrators or resource managers can create in Polaris. These groupings can help...
Choosing your language:
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...
New feature: Cost optimized resource allocation:
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...
