Polaris

Adding new projects to Polaris
Log into Polaris Select Projects Icon from left hand menu Select list Add project Summary Tab Fill in initial information Set status depending on  ...
Tue, 14 Mar, 2023 at 1:56 PM
Editing existing projects & schedule post migration
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 corr...
Mon, 23 Jan, 2023 at 8:07 PM
Adding a new resource to a migrated project
Billing Rates Section Edit the billing rates drop down (click pencil to edit) Pick the required role and add hourly rate Go to task tab +Task Add ta...
Mon, 23 Jan, 2023 at 8:08 PM
Correcting over allocation
Various way to check Go to Resource management form top left menu, and overview tab Resource Allocation Summary Anything in the graph that has a purple ...
Mon, 23 Jan, 2023 at 8:10 PM
Polaris - Entering Leave on your timesheets instructions
The way leave is represented in your timesheets will be changing. There will no longer be an Insight Leave project. Instead you will now need to “book” yo...
Mon, 23 Jan, 2023 at 8:29 PM
OnBoarding
On/Off boarding - Polaris Onboarding Polaris Adding User Go to Administration Add user Complete customer profile Password should be Welcome23 and ...
Wed, 22 Feb, 2023 at 7:26 PM
Teammate COGS by Role
  Title Country Resource COGS Currency Graduate Consultant / Junior Consultant Australia $57.80 AU Consultant Australia $84.15 AU Senior Con...
Thu, 13 Apr, 2023 at 9:40 AM