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, 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):
Q4 2022
Find out what we added to Replicon and Polaris in the fourth quarter of 2022.
These features are profiled:
00:20 Project Audit report in Replicon and Polaris
00:45 Client rep approval of expenses in Replicon and Polaris
01:07 PMs can set the billable status of expenses in Replicon
01:41 Billing Summary timesheet component in R...
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 several months.
Resourcing
Time off aware allocation on the Quick Allocation page
Resourcing improvements
Actuals on resourcing pages
Improved resourcing summary
Direct resource assignment via the Resource Plan page
New edit ability for projec...
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...
