I forgot my user name / password:
If you can’t remember your password, you can reset it using the Forgot your Password or User Name? link. You can also use this link to retrieve your user name, if you've forgotten it.
If you run into issues while resetting your password, refer to the following sections for help:
I don’t know the format used for my company name
I d...
I can’t log in to my account:
Click the links below for tips on resolving common login issues. If you continue to encounter problems, contact your organization’s Polaris administrator for help.
I don’t know where to log in
I don’t know the format used for my company name
I don’t know my user name
I can’t remember my password
An Account Locked message displ...
Changing your password:
You can change your Polaris password at any time. Changing your password on a regular basis can help promote system security.
If you've forgotten your password, refer to I forgot my password for information on how to reset it.
To change your password:
Click your name at the bottom, left-hand corner of the page.
Select Settings.
...
Assigning a substitute user:
You may be able to assign another user to act as your substitute in Polaris. This functionality is useful if you’re going to be away from work, and you need another user to manage your regular tasks (for example, timesheet entry or approvals) in your absence.
Substitute users can access your account with your level of permissions. You can appoin...
Searching and filtering lists:
To help you quickly find the items you’re looking for, Polaris allows you to search and filter each list that displays in the application. This applies to lists of users, timesheets, time off bookings, expenses, projects, programs, clients, invoices, and more.
Polaris includes two key types of filters: search filters and status filters.
Sear...
Viewing normalized hours and costs in reports:
Cost normalization is the conversion of actual hours worked to reflect actual cost amounts. Once you’ve set up cost normalization, you can view normalized hours and costs calculated using those normalized hours in reports.
In reports based on the following templates:
Timesheet Day
Project
You can view the following normalization...
Setting up cost normalization rules:
Polaris can be set up to automatically calculate normalized hours and costs for specified users. Normalized hours can be viewed and exported to Excel using reports.
To create and assign a cost normalization rule:
Go to Administration > Cost Normalization Rules.
Complete the fields that display.
Assign normalization rules to ...
How costs are normalized in Polaris:
Polaris can be set up to automatically calculate normalized hours and costs for specified users. Normalized hours can be viewed and exported to Excel using reports.
When setting up normalization rules to assign to users, administrators can choose:
Whether hours are normalized hourly or monthly
Whether CapEx hours are included first i...
Manually configuring your SAML 2.0 identity provider:
Once you've set up Polaris for use with your SAML 2.0 identity provider, you'll need to configure your identity provider for use with Replicon.
In most cases, you should only need your metadata xml file to set up your identity provider. If you need to manually configure your identity provider (that is, it requires SSO and SLO URLs, and a certifica...
Setting up SAML 2.0 for Polaris:
Polaris supports use with SAML 2.0. However, Replicon does not host its own identity provider for SAML 2.0, as it does with SAML 1.1. If you want to use SAML 2.0 with Polaris, you must enlist a third party identity provider.
For information on assigning SAML authentication settings to users, refer to Setting up users for single sign-on.
Sett...