• Log into Polaris
  • Select Projects Icon from left hand menu
  • Select list

Add project

Summary Tab

  1. Fill in initial information
  2. Set status depending on  menus
  3. Add Project and complete all necessary info (click pencil to edit)
    1. Basic info
    2. Clients
    3. Groups
    4. Additional info
  4. Financials (click pencil to edit)
    1. Project currency
    2. Budget hrs
    3. Total Contract Value
  5. Time & Expenses
    1. No Fill
  6. Revenue Recognition (click pencil to edit)

Rev Rec

Type of Insight project

As incurred

T&M + outcome based

Draw Down

Pre invoice

Equal Distribution

Mgd Ser / SLS 

On Invoice

Do not use

% Completion

Do not use

 

7. Attach Docs – as needed

  1. Approval e-mails
  2. Old sharepoint files
  3. Link to Qorus
  4. Request for changes
  5. Ticket details

8. Rate Card

  1. Select resource rate
  2. Select person
  3. Add rate as per SoW

9. Bill Plan

  1. Select depending on project type and Revenue Recognition Type

Rev Rec

Bill Plan

Type of Insight project

As incurred

Time billing

T&M + Outcome based

Draw Down

Do not use

Do not use

Equal Distribution

Fixed Bid recurring

Mgd Ser / SLS 

On Invoice

Do not use

Do not use

% Completion -

Do not use

Do not use

  1. Add dates as per the project set up
  2. Frequency: Daily 
  3. Approval Status: Any

 

Resourcing Tab

This adds the person to the schedule

This does not impact the project tasks or timesheets

 

10. Resource plan

11. Request resource

  1. Add dates that resource will be required (may differ depending on roles ie Architect vs UX
  2. Select # of resources and % loading
  3. # of hrs per
  4. Allocate resource
  5. Add name into top search bar
  6. Select person
  7. Complete Allocation

12.  Select “back” arrow from top left corner

13. Timesheet Access

 

Tasks Tab

14. Add Task

  1. Add info as per SoW
  2.  Role remains blank
  3. Task Owner leave blank
  4. Remaining info as per SoW
  5. Milestone remains blank

15. Go back to resourcing – Time access tab

  1. Make sure the resources have timesheet access

 

Project now set up and schedule completed

 

Other requirements

  • Complete Qorus workflow
  • Enter into New project file