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:
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...
All about resource pools:
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...
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...
Working with portfolios:
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
...
Can we use Replicon’s Workforce Management or TimeOff products with Polaris?:
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...
Managing enhancement requests:
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...
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):
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...