How project managers can 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...
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. Refer to Adding a bill plan to a project for more information on Time Billing and other bill plans.
There are three types of rates:
Project rate - default rate, used if no other ...
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:
Adding a client representative
Assigning a client representative to a client
Assigning a client representative to a project
FAQs
You can allow representatives of a client to approve the time and expenses that members of your organization submit against that client's projects. A client representative can log in to Replicon just like a...
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...