Setting up revenue recognition policies:
To use Polaris’ revenue recognition feature, you must assign each billable project a revenue recognition policy. These policies define how revenue is calculated for each project.
You can use different types of revenue recognition policies for different projects; different projects may need different policies, based on their negotiated contract.
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Reopening a timesheet:
If you need to edit one of your reports' timesheets, but it has already been approved, you must reopen it first.
Reopening sets the timesheet back to the unsubmitted state. Once you've made corrections, you can submit the timesheet for approval or bypass regular approvals.
Note: You need supervisor permissions to reopen a timesheet.
To reopen a...
Editing or deleting a report’s time off booking:
As a supervisor, you may be able to edit or delete your reports' time off bookings.
Time off bookings of any approval status can be edited. When you edit a booking, its status does not change; If the booking is already approved, it will remain approved.
To edit or delete a booking:
Got to My Team > Time Off > Bookings.
Click the user’...
Adding additional categories using tags:
Tags let you assign resources and projects to ad hoc categories by adding new categories as you require them.
You can create and reuse any number of tags across resource profiles and project pages. You can also use a tag as a filter on the resource list or project list pages, and view, share, and export them using reports.
Structure of a tag
A...
Setting up submission of individual time entries (video):
Learn about how you can allow a user to submit individual time entries from their timesheet, before submitting the entire timesheet. Submitting time as soon as work is completed allows for faster billing, which can save your company money.
This video includes:
An demonstration of how individual entries can be submitted from the timesheet
Instr...
Setting up file formats for time data exports:
Before you can start using the Time Workbench to export time you’ll need to ensure a export format for your third-party app is in place. A default CSV export format exists, that will create a CSV file based solely on the data columns you've included in the export.
You might want to create a custom format to include fields that are exportable tha...
Creating and exporting a time data export:
Once you've selected and reviewed the data you'd like to export, you can 'freeze' data into an export'. Then, you can do a final review of that data and mark the export as Complete before exporting it.
Creating a time data export
The data included in an export is ‘frozen’, meaning it will not update if users reopen and modify timesheets with ...
Selecting and reviewing time data for export:
Before carrying out an export, you’ll first need to choose the data you want to export on the My Team > Time Workbench > All Time Data tab. To select data, you'll filter what data displays in the data grid, and possibly add data columns to that grid.
Once you've selected data, you can confirm that it is accurate and complete by reviewi...
Exporting time data using the Time Workbench:
Polaris's Time Workbench allows you to easily export raw time entries and related data from Polaris, with full tracking of deltas. Customers export time data so they can upload it into third-party systems, like SAP, where they can use it to carry out billing and other processes.
Tracking deltas means the Time Workbench tracks all entries that have...
What is a time entry submission workflow for timesheets?:
Typically, an entire Polaris timesheet is submitted and approved as a unit. And, a typical timesheet can take some time to prepare for export, since billing managers have to wait for the entire timesheet to be completed, and then approved.
So, we offer another option for customers who need timesheet data available for billing quickly, soon after w...