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:
G...
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 e...
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...
Where do I define a user’s primary and secondary roles?:
You can add a user’s primary role and secondary roles in resource profiles in the Resource Management section.
Roles form the basis for billing and costing rates for project managers. Roles in this context should not be confused with permission roles, such as Administrator or Supervisor.
The primary role is also available as a view-only field i...
What Polaris training materials are available?:
We offer several resources you can use for training purposes.
Polaris Help
Our help system offers comprehensive coverage of Polaris, with information on how and why you might use any given feature. Topics are organized by role. You can search by role, or navigate using the side menus.
Help videos and click-through tours
If you prefer videos, ...
Recognizing revenue:
Typically, revenue managers review and confirm recognized revenue on a monthly basis, to keep their books up to date.
Setting up revenue recognition
There are two prerequisites for confirming your revenue:
Ensure each billable project in your system has been assigned revenue policy.
Choose your revenue recognition starting month.
To choose you...
All about revenue recognition:
Revenue recognition is a common accounting procedure that officially accounts for revenue earned.
This process allows companies to accurately account for the value of services they’ve performed, but may not have been paid for yet.
For example, say you’re contracted to complete a three-year project, but won’t be fully paid for your work unti...