Linking related projects:
The projects that project managers create are sometimes, or often, related to each other in some way. For example, you might create a project for each phase of a larger project you need to complete. Or, you could create a project for each change request related to a bigger project.
To reflect these relationships, you can link related projects with...
Choosing whether a project’s task dates roll up to their parent task:
Polaris offers two options for how task dates impact their parent task dates for a project:
Manually Set
Parent task dates are set manually by the project manager. In this case, if a child task is delayed or finishes more quickly than expected, the parent task dates may become out of sync with its child task dates. If the PM wants these da...
What does the Progress column in timesheets show?:
A progress bar graph may display on the right end of task rows on your timesheet.
This shows the hours worked / hours estimate for the task. Note that:
Hours worked by all workers are included, not just the timesheet owner’s
Hours do not have to be submitted or approved to be included
Billable and non-billable hours are included
Hour...
Setting workflow conditions in timesheet templates:
Looking for help with this feature in Polaris? Check out Setting workflow conditions for timesheet templates in the Polaris help.
Workflow conditions determine when users can submit their timesheet.
To add a workflow condition, click + Workflow Condition and select an option from the list. Repeat to add additional conditions.
The workflow con...
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 billing managers manage timesheets in Polaris?:
If you've moved to Polaris from Replicon, you've probably noticed that Polaris doesn't include a Billing side menu.
Refer to TimeBill Plus features that aren't available in Polaris for more information on differences between Polaris and Replicon.
Accessing billing features in Polaris
Billing managers can view billing data using the Financia...
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...