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About the resourcing workflows Request-based resourcing workflow Direct allocation workflow Project manager acting as resource manager workflow No allocation workflow FAQs Related links Resourcing involves the allocation of resources to projects, with consideration to their availability, percentage all...

A program is a set of projects, budgeted and managed together. You might choose to create programs: To group projects for convenient access and reporting To assign a cost budget to a group of projects To add a program: Select Programs from the side menu. Click the icon located at the bottom, right-hand corner of the page. In the dialog...

You can be allocated to projects; this means that a dedicated percent of your work time, over a given date range, has been assigned to that project. To understand what you’ve been assigned to, you can: Set up resourcing notifications View projects you’re allocated to View tasks you own Setting up resourcing notifications To help yo...

As a resource manager, you’ll need to add information to resource profiles, so you can find suitable resources when fulfilling resource requests submitted by project managers. The SmartMatch tool available when searching for resources gives each resource a rating based on how closely their role, skill, and group assignments fit request criteria....

If you bill clients for project work, or track costs per client, you’ll need to set up client profiles in your system. Use the procedure below to add a single client. If you’re adding multiple clients, consider using our import tool to add new clients. Adding a client To add a client: Select Clients from the side menu. Click the icon ...

A credit memo is issued for a client to reduce the amount the client owes. There are a number of reasons why a credit memo might be issued, such as to give a discount, or if a contract was renegotiated. Credit memos are typically used to reduce the balance owed on outstanding bills; they’re not sent to the client as a refund. A credit memo can ...

Before you can start using Polaris to manage your projects, resourcing, and billing, you’ll need to set up a few things. The table below lists things you’ll likely need to set up. Click the links for more information. Once administrators have finished setting up users, roles, and skills, resource managers can configure resource profiles, so t...

You can use the billing feature of Polaris to: Create client bills Create credit memos, and apply them to bills Preview and send invoices And, once clients pay, apply payments to bills Who can carry out billing? Users with billing manager or project manager permission can carry out billing. Project managers can create bills and credit me...

Once a client has submitted a payment, you can apply it to the corresponding bill or bills in your system. You can pay a bill fully, partially, or you can pay two or more bills using one payment. Project managers can only apply payments to existing bills for their projects; they can’t create new independent payments not associated with existin...

A bill is a collection of amounts due that can be submitted to a client as an invoice. When you create a bill, you are generating the content of an invoice. A bill can be paid, unpaid, and partially paid, as indicated on the Financials > Billing & Invoicing > Transactions page. When do amounts become available to bill? In Polaris, pr...