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):
Q1 2024
Find out what we added to Replicon and Polaris in the first quarter of 2024.
These features are profiled:
00:18 Access limits for resource pools in Polaris
01:28 AM/PM selector in in/out timesheets in Replicon and Polaris
02:05 Option to hide time off policy details from users in Replicon
02:43 Supervisor name now displays ...
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...
New features in Polaris:
This topic gives an overview of all the new features added to Polaris in the past nine months.
Resourcing
All actual hours now display in Polaris, not just those recorded using a task’s role
Total resource hours for a project broken down into allocated and requested
Access limits for resource pools
Ability t...
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...
Using Quick Allocation to add, edit, and view resource allocations:
Sometimes, small- to medium-sized organizations don’t want to follow the formal back and forth request process when allocating resources, due to its higher overhead.
At these sorts of companies, the resource manager might know the skillset of each resource, and may want to use that knowledge to make allocation decisions, instead of relying on Sm...
Setting up project and client codes:
Project codes and client codes are optional alphanumeric fields that can be used as identifiers for projects and clients, respectively.
If desired, you can make one or both of these types of codes a unique identifier of projects/clients.
You can also specify whether codes should be automatically assigned when you create a new project, and set a s...
Configuring auto-generation of bill, credit memo, and payment reference numbers:
Billing managers need to enter a unique reference number on each bill, credit memo, or payment they create.
But, it can be difficult to manually add a unique number each time you add an item.
So, administrators and billing managers can be allowed to set reference numbers used on these items to auto-generate when the item is created. They can al...