- Log into Polaris
- Select Projects Icon from left hand menu
- Select list
Add project
Summary Tab
- Fill in initial information
- Set status depending on menus
- Add Project and complete all necessary info (click pencil to edit)
- Basic info
- Clients
- Groups
- Additional info
- Financials (click pencil to edit)
- Project currency
- Budget hrs
- Total Contract Value
- Time & Expenses
- No Fill
- 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
- Approval e-mails
- Old sharepoint files
- Link to Qorus
- Request for changes
- Ticket details
8. Rate Card
- Select resource rate
- Select person
- Add rate as per SoW
9. Bill Plan
- 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 |
- Add dates as per the project set up
- Frequency: Daily
- 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
- Add dates that resource will be required (may differ depending on roles ie Architect vs UX
- Select # of resources and % loading
- # of hrs per
- Allocate resource
- Add name into top search bar
- Select person
- Complete Allocation
12. Select “back” arrow from top left corner
13. Timesheet Access
Tasks Tab
14. Add Task
- Add info as per SoW
- Role remains blank
- Task Owner leave blank
- Remaining info as per SoW
- Milestone remains blank
15. Go back to resourcing – Time access tab
- Make sure the resources have timesheet access
Project now set up and schedule completed
Other requirements
- Complete Qorus workflow
- Enter into New project file