How do I prevent All Users from being automatically assigned to new projects?:
When you add a new project, an All Users assignment will be added on the Resourcing > Timesheet Access tab. This is the system-wide default, and allows all users to record time against the project, without you having to add them one by one.
You can change this default, so All Users is never automatically added when you create a new project.
To...
Setting up rates for a project:
Rates are used to calculate billing amounts if the project uses a Time Billing plan; you don’t need to assign rates if the project’s bill plan isn’t Time-based.
There are three types of rates:
Project rate - default rate, used if no other rates are assigned to a resource
Role rate - associated with roles that resources can be assigned
R...
Handling availability limitations when allocating resources to a project:
As you fulfill resource requests, you may face availability limitations caused by a resource’s other allocations, variable work schedules, part-time employment, and time off.
Polaris offers time off aware allocation, also known as SmartFit, to help you work around availability limitations. SmartFit will automatically account for time off when al...
Understanding how third-party tools integrate with Polaris:
Polaris offers three ways of integrating between Polaris and third-party systems:
Built-in connectors and integration managers
Flat-file upload
Custom integrations created using our web services
We can address just about any integration requirements using these three methods. Note that for cost and usability reasons, we always recommend ado...
Allowing a client to approve timesheets and expense sheets:
You can allow representatives of your clients to approve the time submitted against that client's projects. This feature is useful if you want clients to approve project hours before billing, when they can be easily corrected.
A client representative can log in to Polaris just like any other user, but their access is limited to approving their own...
Rescheduling a project:
Sometimes, projects don't start when project managers expect them to. To make it easier to move a project, we offer a Reschedule Project utility for each project.
With this utility, you can choose a new start date, and then choose whether to update dates for the project's resource requests, tasks, and/or bill plans.
To reschedule a project:
Go...
Archiving or removing a project:
If you've finished working on a project, you can archive it. Resources can't record time against archived projects -- they don't appear in timesheets or on the SmartBeats page.
Archived projects can be made active again at any point. They are accessible on the Projects page, by clicking the Archived button located in the top, right-hand corner o...
Monitoring project progress:
Monitoring whether your project is on track
Using the Budget card
Using the Project Progress dashboard
Understanding project Gantt charts
Viewing task summaries
FAQs
Related topics
Project managers need to know when their projects are at risk of being late or going over budget.
Monitoring whether ...
Choosing how cost rates display:
You can choose whether the costs that display in Polaris are based on user cost rates or the cost rates for the roles assigned when users complete work.
User Cost Rate
If you choose the user cost rate option, all costs will be calculated based on the loaded user cost rates saved on the user’s Billing & Costs tab in user profiles.
For exa...
Introduction to the Polaris API:
You can use the Polaris API, along with the Replicon API, to fetch and modify your Polaris data.
The Polaris API is based on GraphQL, an open-source API standard that allows for declarative data fetching (i.e. clients query a single endpoint for data).
GraphQL offers more efficient data loading the traditional REST APIs, and allows for faster dev...