Introduction to the Polaris API:
You can use the Polaris API, along with the Replicon API, to fetch and modify your Polaris data.
The Polaris API is based on GraphQL, an open-source API standard that allows for declarative data fetching (i.e. clients query a single endpoint for data).
GraphQL offers more efficient data loading the traditional REST APIs, and allows for faster dev...
Where do I define a user’s primary and secondary roles?:
You can add a user’s primary role and secondary roles in resource profiles in the Resource Management section.
Roles form the basis for billing and costing rates for project managers. Roles in this context should not be confused with permission roles, such as Administrator or Supervisor.
The primary role is also available as a view-only field i...
What Polaris training materials are available?:
We offer several resources you can use for training purposes.
Polaris Help
Our help system offers comprehensive coverage of Polaris, with information on how and why you might use any given feature. Topics are organized by role. You can search by role, or navigate using the side menus.
Help videos and click-through tours
If you prefer videos, ...
Recognizing revenue:
Typically, revenue managers review and confirm recognized revenue on a monthly basis, to keep their books up to date.
Setting up revenue recognition
There are two prerequisites for confirming your revenue:
Ensure each billable project in your system has been assigned revenue policy.
Choose your revenue recognition starting month.
To choose you...
All about revenue recognition in Polaris:
Revenue recognition is a common accounting procedure that officially accounts for revenue earned.
This process allows companies to accurately account for the value of services they’ve performed, but may not have been paid for yet.
For example, say you’re contracted to complete a three-year project, but won’t be fully paid for your work unti...
Setting up revenue recognition policies:
To use Polaris’ revenue recognition feature, you must assign each billable project a revenue recognition policy. These policies define how revenue is calculated for each project.
You can use different types of revenue recognition policies for different projects; different projects may need different policies, based on their negotiated contract.
...
Reopening a timesheet:
If you need to edit one of your reports' timesheets, but it has already been approved, you must reopen it first.
Reopening sets the timesheet back to the unsubmitted state. Once you've made corrections, you can submit the timesheet for approval or bypass regular approvals.
Note: You need supervisor permissions to reopen a timesheet.
To reopen a...
Editing or deleting a report’s time off booking:
As a supervisor, you may be able to edit or delete your reports' time off bookings.
Time off bookings of any approval status can be edited. When you edit a booking, its status does not change; If the booking is already approved, it will remain approved.
To edit or delete a booking:
Got to My Team > Time Off > Bookings.
Click the user’...
Adding additional categories using tags:
Tags let you assign resources and projects to ad hoc categories by adding new categories as you require them.
You can create and reuse any number of tags across resource profiles and project pages. You can also use a tag as a filter on the resource list or project list pages, and view, share, and export them using reports.
Structure of a tag
A...
Setting up submission of individual time entries (video):
Learn about how you can allow a user to submit individual time entries from their timesheet, before submitting the entire timesheet. Submitting time as soon as work is completed allows for faster billing, which can save your company money.
This video includes:
An demonstration of how individual entries can be submitted from the timesheet
Instr...
