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Once you've set up Replicon or Polaris for use with your SAML 2.0 identity provider, you'll need to configure your identity provider for use with Replicon or Polaris. 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 ...

Replicon and Polaris support use with SAML 2.0, but they do not host their own identity provider for it. If you want to use SAML 2.0 with either of these applications, 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. Setting up SAML...

Replicon and Polaris support use with SAML 2.0, but it does not host its own identity provider for SAML 2.0. If you want to use SAML 2.0 with Replicon or Polaris, you must enlist a third party identity provider. For information on configuring Replicon or Polaris for use with SAML 2.0, refer to Setting up SAML 2.0 for Replicon and Polaris. For i...

Replicon and Polaris each offer several license-based products, all available within a single application. Refer to the sections below for information about the new and legacy product suites for Replicon. Please contact your Replicon account manager to review your selected products, change your trial products, or purchase additional products, or ...

You’ll need to approve timesheets, time off bookings, or expense sheets if you’re assigned to be an approver for any of these items. Knowing when an item is awaiting your approval If an item is awaiting your approval: You will receive a notification stating an item is waiting for your approval (assuming your administrator has set up these...

You can use the Replicon Mobile app to approve timesheets, expense sheets, and time off bookings. You can approve one item at a time, or multiple items at once. Approvals you make using the app automatically sync with the web version of Replicon. Even if you don't approve timesheets, you may still be able to view your reports' timesheets and the t...

Each project resource can be assigned one primary and multiple additional project role. But, before you can assign project roles to resources, you first need to create those roles in Polaris, along with their associated default rates and statuses. Project managers can customize role rates (for example, update the billing rate) on a per project ba...

Adding a skill category Adding a skill Customizing skill levels Related topics Skills and skill levels are assigned to resources to indicate their capabilities. Managers can then search for resources with specific skills when planning projects. You can add any number of skills at the system level and group them under categ...

To view Polaris data in reports, you can either run one of the reports available by default, or you can create new reports based on report templates. Each template (also known as a report type) is comprised of many fields and filters that you can choose to include in the reports you create. Creating a report To add a new report based on a templat...

Examples of custom column formulas A numeric formula A text string formula Usage examples Usage example #1: Alerting managers when projects exceed hours estimates Adding a custom column About the number format options FAQs Related topics Custom columns are report fields that are der...