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To help you stay up to date on resourcing activities that affect you, we recommend enabling web, email, or push notifications related to resourcing. Notifications related to project creation and status changes, and time and expense approvals are managed by your Polaris PSA administrator; talk to them if you have questions about those notifications...

Projects can be used for many purposes, such as invoicing clients, calculating costs, tracking productivity, monitoring progress, resourcing, budgeting and forecasting, aiding audit compliance, and determining profit. You’ll need Project Manager permissions to create and manage projects. Anyone who’ll be working on projects needs Project Resou...

When adding a new project, you can copy details from an existing project in Replicon. Duplicating a project saves time if your new project will have similar settings to an existing project. To duplicate a project: Go to Projects, and click the name of the project you want to copy. Click the icon located in the top, right-hand corner of the ...

Allocating resources Selecting resources to propose About request criteria Searching for resources Using filters Changing the SmartMatch columns Viewing how well each resource matches the criteria Matching with and without cost criteria FAQs Related topics As a resource manager, it’...

When you add a project, you'll likely need to assign it a bill plan so that work is billed as expected. Billing plans determine what will be billed for the project, and when billable amounts become available. To add a bill plan: Go to Projects, and add or open a project, and ensure the Summary tab is selected. Click the Edit button located ...

Four project statuses are available in Polaris, that reflect the four typical phases of project execution. The following are the default names for each stage, but you can customize the names to match your project workflow: Initiate Planning Execution Closeout The project’s current status displays at the top, left-hand corner of that ...

Once you’ve added a new project, you’ll likely want to update its settings, including ones located on the Summary tab: Basic Info Rate Card Bill Plan Financials Expenses Revenue Recognition Documents Tags To edit project settings, you’ll need to first click the Edit button located at the top, right-hand corner of the pa...

Resources submit SmartBeats to help project managers keep up to date on how their tasks are progressing. This data can help managers understand the status of projects, and know when a task is going off the rails and needs redirection. Resources can record SmartBeats data in the SmartBeats UI or in their timesheets. SmartBeats include the time wor...

Allowing resources to enter time against a project Removing All Users access from a project Assigning users to a specific task Setting hours estimates for tasks FAQs Related topics When setting up a project, you'll need to assign resources to complete your project's tasks. But, before you can assign a resource ...

Adding a task About key task fields Assigning resources and hours estimates to a task Editing a task Closing a task FAQs Related topics Once you've added a project, you can add as many tasks as you need to it. Each task can have sub-tasks. You can also assign resources to tasks, when you add tasks or later...