Polaris PSA
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|
|---|---|
| ZeroTime™ | |
| Data Collectors and Bots | |
| Automatic Data Capture | |
| Automatic Data Classification and Organization | |
| Automatic Data Labelling | |
| Automatic Timesheet Creation | |
| Automatic Timesheet Routing | |
| Projects | |
| Projects | |
| Tasks | |
| Clients | |
| Programs | |
| Estimates | |
| Custom Fields and Tags for Projects, Task, and Clients | |
| Estimate to Complete | |
| Bill Plan | |
| Rate Card | |
| Billing Forecast | |
| SmartBeats | |
| User and Task Beats | |
| Task Management | |
| Dashboards and Charts | |
| Capital Expenditure and Operating Expenditure | |
| Cost Normalization | |
| User/Role Cost Rates | |
| Resources | |
| “All” Assignment | |
| User Assignments | |
| Department Assignments | |
| Project Resource Planning | |
| Resource Pool Management | |
| Resource Request Life Cycle | |
| Resource Recommendation Engine | |
| Resource Roles | |
| Skills and Certification | |
| Invoicing | |
| Billing | |
| Invoicing | |
| Rate Cards – Client | |
| Rate Cards – Project | |
| Multiple Billing Types | |
| Billing Targets | |
| Invoice Templates | |
| Available to Bill | |
| Payments | |
| Credit Memo | |
| Billing Overview | |
| Time Tracking | |
| My Work | |
| Track Work Complete and Remaining | |
| Activities | |
| Configurable Templates | |
| Configurable Timesheet and Punch Validation | |
| Custom Validation Rules | |
| Copy Timesheets | |
| Pre-populate Timesheets | |
| Custom Pre-population |
|
| Timesheet Custom Fields | |
| Attestation | |
| Auto-submit | |
| Time Off | |
| Time Off Bookings | |
| Scheduling | |
| Office Schedules | |
| Approvals | |
| Resource Request Approval | |
| Configurable Approvals | |
| Edit While Approving | |
| Supervisor Approvals | |
| Specified Approver (Timesheets Only) | |
| Conditional Approvals (Timesheets Only) | |
| Limited Project Manager Approvals | |
| Client Rep Approvals | |
| Employee Organisation | |
| Supervisors | |
| Departments | |
| Employee Types | |
| User Custom Fields | |
| Locations | |
| Additional Customizable Groups | |
| Limit Access by Group | |
| Reporting and Dashboards | |
| Configurable Reports | |
| Export and Email Reports | |
| Report Sharing and Scheduling | |
| BI Connectors and Dashboards | |
| BI API | |
| Interractive Dashboard | |
| Custom Report Logos | |
| System | |
| Configurable Permission Sets | |
| Audit Logs | |
| Configurable Notifications | |
| Custom Notifications | |
| Multiple Currencies | |
| Multilingual Support (add-on) | |
| Holiday Calendars | |
| Password Requirements and Expiry | |
| MFA and Account Lockout | |
| IP Filtering | |
| Self-serve Account Management | |
| Integrations and Imports | |
| Mobile | |
| SSO via Google, Intuit, ADP | |
| SSO with SAML, OpenID Connect | |
| Integrations and Imports | |
| Integration with Salesforce | |
| Integration with QuickBooks | |
| Integration with Xero | |
| Integration with Jira | |
| Collaboration | |
| Alerts and Notifications | |
| Attach Documents | |
| Share Project Updates / Comments | |
| Add Tags | |
| SmartBudget | |
| Set Up Total Business Costs | |
| Manage Budgets and Revenue Plans | |
| Optimize Revenue | |
| Connect Planned Utilization rates with Users and Roles | |
| Review Plan Variance – Revenue and Margins |
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