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 |
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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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