Troubleshooting Microsoft Project sync errors:
If errors or warnings occur while syncing a project between Microsoft Project and Polaris, they are recorded in a log. Click Save Error Log to view the list of issues.
In most cases the sync will have completed even if an error occurs. However, some of the data may not have been transferred. The log will detail what information couldn’t be trans...
Transferring project data to and from Microsoft Project:
The Replicon add-in for Microsoft Project allows you to transfer projects and time between Microsoft Project and Polaris. Once installed, the add-in is available directly within Microsoft Project.
You can download the lastest version of the add-in from here:
Replicon add-in for Microsoft Project - 64 bit
Replicon add-in for Microsoft Project -...
Installing the Microsoft Project add-in:
To install the Replicon add-in for Microsoft Project:
Obtain the installer.
You can download the lastest version of the add-in from here:
Replicon add-in for Microsoft Project - 64 bit
Replicon add-in for Microsoft Project - 32 bit
Each user who wants to transfer projects from Microsoft Project will need to install the add-in on thei...
Syncing a project with Microsoft Project:
You can use the Microsoft Project add-in to transfer data between Microsoft Project and Polaris.
To sync project data between the two applications:
Install the Replicon add-in.
In Microsoft Project, open the project you want to sync.
Each time you sync with Polaris, the sync only applies to the project you are currently viewing. Other pro...
Understanding time allocation:
Users typically enter their time directly against projects or activities. For example, a user may enter 8 am to 12 pm on their timesheet and then choose the project or activity for that work segment.However, if a user regularly switches tasks, it can be cumbersome to create individual time entries or punch in and out each time they start something ...
Changing the default time off type for bookings:
You can change which type of time off is selected by default when you create a new time off booking. You should set the default to the time off type you use most frequently – this will save you from having to remember to select this type when you make bookings.
To change the default time off type:
Click the icon in the top, right-hand corner o...
Polaris API user guide:
Getting Started with the Polaris APISetting up a Polaris accountSetting up account licenses and permissionsAccessing the Polaris APIPolaris API example queries...
Polaris API example queries:
With GraphQL, there is only one endpoint, so you’ll need to write a query to specify what data you want to fetch or modify.To use the Playground, you must be logged in to your instance, and your endpoint path must match the swimlane where your instance is hosted.Note: When you make queries from the GraphQL Playground, you’re making changes to y...
Accessing the Polaris API:
You can access the GraphQL Playground by appending /graphql to your Polaris PSA URL, after replicon.com:https://psa-na7.replicon.com/graphqlNa7 represents the swimlane where your Polaris PSA instance is hosted. It could be sb1, na3, eu1, etc.You can use the Playground environment to send test queries to your Polaris PSA endpoint.Any calls you make ...
Setting up account licenses and permissions:
Product licenses determine what features you have access to, and permissions limit what actions you can perform and what data you can work with. Both are assigned to user accounts in user profiles.License and permission limits apply to both the Polaris PSA application and the API.For example, if a user has permission to edit projects as a project m...