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Typically, managed projects are ones you need to closely monitor and actively manage, whereas unmanaged ones require little or no ongoing attention. When you add a new project, it will be classified as managed if the toggle located in the top, right-hand corner of the Projects page is set to Managed; likewise, it will be set to unmanaged if Unmana...

SmartBeats are updates on task progress recorded by resources for their project manager. They're sometimes simply referred to as 'beats'. They are typically sent daily, to help the project manager stay up to date on the task’s status, so managers know right away when project schedules begin to slip, allowing them to quickly intervene. You can t...

If you’re a resource using Polaris, you might need to complete SmartBeats and submit them to your project manager. A SmartBeat is a daily update of work you performed on a single task that you own. You’ll need to submit a beat for each active task you own. When you submit a SmartBeat, any work hours you included in the beat will be added to y...

Tax profiles are used to define tax rates used when invoicing clients. Whereas, tax codes are used to apply taxes to expense amounts. Related topics Adding tax profiles for invoicing Setting up tax codes...

Creating a tax profile for each jurisdiction Adding a tax profile Updating tax rates Assigning tax profiles to clients Related topics You can create tax profiles for each client you invoice. Each tax profile is associated with one or more clients. Then, when you invoice a client, the taxes are automatically calcu...

Request-based allocation workflow Adding resources to a project Selecting resource criteria Setting the importance of request criteria Releasing a resource FAQs Related topics Most resourcing workflows involve allocation of resources to projects. While allocation can be carried out directly, it is usually r...

Selecting a BYOK approachHow customer-managed BYOK worksHow Replicon-managed BYOK worksUnderstanding the BYOK onboarding processOnboarding with customer-managed BYOKOnboarding with Replicon-managed BYOKFinal onboarding steps carried out by RepliconFAQsReplicon's Bring Your Own Key (BYOK) encryption capabilities allow customers to provision and mana...

If you can't open a report after exporting it to Excel, the report or export likely uses .xml format. Files of this type often open in a web browser by default, rather than in Excel. To open this type of report or export in Excel, you can open it from Excel: Open Excel. Open a blank workbook. Select File > Open, and select the report...

Using a connector for Tableau Using a connector for Microsoft Power BI Pushing data to Google BigQuery for data warehousing Creating custom connections using Replicon API for BI Services FAQs Your Polaris data is a rich source of information that can help you identify trends and issues that affect your business. T...

Enabling access to the import feature Setting up CSV import files Carrying out an import Handling validation issues Fixing data validation issues Fixing column header validation issues Fixing date validation issues FAQs Related links Our data import feature allows you to mass add, update, and delete data from your Polaris...