Evaluating and implementing enhancement requests:
Product teams and IT departments often receive project ideas from within their organizations and from external sources, such as customers. However, they don't always have the resources to immediately implement those ideas. They need a method of collecting and storing ideas, while they evaluate them.
Polaris PPM lets IT and portfolio managers l...
Where can I find Polaris release notes?:
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...
New features in Polaris (video):
Q1 2022
Find out what we added to Replicon and Polaris in the first quarter of 2022.
These features are profiled:
00:23 Improved task selector in Replicon and Polaris
00:59 Project Progress dashboard in Polaris
01:31 Quick Allocation in Polaris
02:17 New edit ability for project managers with resource manager permissions in Polaris
02...
How is the Total Score for a request calculated?:
The total score lets you compare the priority of requests, by combining their value, investment, and risk scores into a single number:
Total Score = Return on investment (ROI) * Adjustment for risk
ROI = (Value - Investment) / Investment * 100
Adjustment for risk:
Risk score
% to adjust ROI
Adjustment value in formula – if...
Installing and using Polaris PSA for Salesforce:
A ready-to-integrate edition of our Polaris product is available via the Salesforce AppExchange marketplace.
This product is intended primarily for new Polaris customers who find us via the Salesforce marketplace.
What is transferred?
The connector included in this product allows you to automatically transfer the following data from Salesforce t...
New features in Polaris:
This topic gives an overview of all the new features added to Polaris in the past six months.
Resourcing
Improved resourcing summary
Direct resource assignment via the Resource Plan page
New edit ability for project managers with resource manager permission
Quick Allocation
Time off aware allocation
Historical role assignme...
Managing product enhancement requests:
Product teams and IT departments often receive project ideas from within their organizations and from external sources, such as customers. However, they don't always have the resources to immediately implement those ideas. They need a method of collecting and storing ideas, while they evaluate them.
Polaris PPM lets IT and portfolio manage...
Does Polaris record an audit trail of changes?:
Yes, Replicon offers an Timesheet Audit Trail report and a Time Off Audit Trail report that show changes made to timesheets and the status of time off bookings.
Refer to Using Polaris reports for more information.
For information about the user profile audit log, refer to Viewing who made changes to user profiles. Polaris can also help sup...
Can project managers allocate resources to projects directly?:
Some smaller organizations don’t have a dedicated resource manager. In these companies, project managers (PMs) may be allowed to pick their own resources for projects directly.
To allow this in Polaris, you must assign these managers PM permissions AND resource manager (RM) permissions, so they can both access projects and allocate resources.
W...
Using Quick Allocation to add, edit, and view resource allocations:
Sometimes, small- to medium-sized organizations don’t want to follow the formal back and forth request process when allocating resources, due to its high overhead.
At these sorts of companies, the resource manager might know the skillset of each resource, and may want to use that knowledge to make allocation decisions, instead of relying on Smar...
