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...
Allocating your hours after time entry:
After you’ve recorded your time, you may be required to distribute the hours amongst tasks or activities, to indicate how much time you’ve spent in each area. This is called allocation.
Your punches or in/out times are used to determine how many hours you have to allocate on a given day. You’ll need to make sure all of these hours are alloca...
Submitting individual entries ahead of timesheet submission:
Some users are allowed to submit time entries from a timesheet before submitting the entire timesheet.
Submitting entries early gets them approved faster, so your company can bill the client and get paid faster.
Submitting entries
When an entry is complete (i.e. you’ve worked the recorded hours, and entered any needed comments), you can submit...
Troubleshooting Microsoft Project sync errors:
If errors or warnings occur while syncing a project between Microsoft Project and Polaris, they are recorded in a log. Click Save Error Log to view the list of issues.
In most cases the sync will have completed even if an error occurs. However, some of the data may not have been transferred. The log will detail what information couldn’t be trans...
Transferring project data to and from Microsoft Project:
The Replicon add-in for Microsoft Project allows you to transfer projects and time between Microsoft Project and Polaris. Once installed, the add-in is available directly within Microsoft Project.
You can download the lastest version of the add-in from here:
Replicon add-in for Microsoft Project - 64 bit
Replicon add-in for Microsoft Project -...
Installing the Microsoft Project add-in:
To install the Replicon add-in for Microsoft Project:
Obtain the installer.
You can download the lastest version of the add-in from here:
Replicon add-in for Microsoft Project - 64 bit
Replicon add-in for Microsoft Project - 32 bit
Each user who wants to transfer projects from Microsoft Project will need to install the add-in on thei...
Syncing a project with Microsoft Project:
You can use the Microsoft Project add-in to transfer data between Microsoft Project and Polaris.
To sync project data between the two applications:
Install the Replicon add-in.
In Microsoft Project, open the project you want to sync.
Each time you sync with Polaris, the sync only applies to the project you are currently viewing. Other pro...