• Log into Polaris
  • Select Projects Icon from left hand menu
  • Select list
  • Add project you are looking for into the search bar
    • Make sure you are on the correct project status ie “Execution” or it will not show up

 

Edit project

Summary Tab

1. Double check existing information

  1. Basic info
  2. Clients
  3. Groups
  4. Additional info

2. Financials (click pencil to edit) – double check existing information

  1. Project currency
  2. Budget hrs – leave blank for now
  3. Total Contract Value

3. Time & Expenses

  1. No Fill

 

4. 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

 

5. Attach Docs – Copy Qorus link if handy otherwise leave

6. Billing Rates Section

  1. Leave as is


 

 

Resourcing Tab

This is to add the existing resources to the new schedule based on the old sharepoint files

7. Go to resourcing tab

8. Click on + resource request

  1. Add hrs and loading
  2. Allocate resource

9. Type name into Search bar at top

10. Select resource

  1. Select – Extend the allocation
  2. Create allocation
  3. Then need to select either allocate what fits or Extend the allocation
    1. If Extend the allocation is selected and the date is pushed out the project date (in basic info) and the date in the financials sections will need to be amended to match

11. Complete allocation