Configuring ADFS 2.0 to work with SAML 2.0:
Polaris supports use with SAML 2.0. However, Polaris 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 configuring Polaris for use with SAML 2.0, refer to Setting up SAML 2.0 for Polaris.
For information on ...
Other Replicon products:
Replicon has several license-based products, including Polaris PSA, all available within a single application.
Please contact your Replicon account manager to review your selected products, change your trial products, or purchase additional products.
In addition to Polaris PSA, the following products are available to new Replicon customers.
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Transferring project data to and from QuickBooks:
Polaris offers two options for transferring project and billing data between QuickBooks and Polaris:
QuickBooks Online integration
We offer a pre-built integration for QuickBooks Online that allows you to track time and expenses in Polaris and transfer the invoice data to QuickBooks for billing. For information on accessing and using the integ...
Approving or rejecting items:
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 ...
Viewing and approving items using the Replicon Mobile app:
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...
Setting up and assigning project roles:
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...
Setting up skills to assign to resources:
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...
Adding a report based on a template:
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...
Creating custom columns using formulas:
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...
Emailing and printing reports:
You can email and print any reports you have access to. You don’t need to run a report before emailing it, but you do need to run it before the print option will become available.
Emailing a report
You can you email a report one time only. Or, you can schedule reports to be sent automatically on a regular basis.
To email a report once:
Go ...