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Employees & Supervisors
Setting up resourcing notifications
Completing and submitting a SmartBeat
All about SmartBeats
How do I correct my expenses after I've submitted them?
How do I correct my timesheet after I've submitted it?
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Administrators
SmartBudget setup checklist
Maximizing profit with SmartBudget
All about resourcing
Setting up resource profiles
Polaris PSA setup checklist
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Project Managers
All about resourcing
Setting up resource profiles
Creating credit memos
All about billing
Applying payments to bills
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Resource Managers
All about resourcing
Setting up resource profiles
Setting up resourcing notifications
Fulfilling resource requests
Assigning resources to a task
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Billing, Cost & Revenue Managers
Adding and committing a SmartBudget
SmartBudget setup checklist
Maximizing profit with SmartBudget
Invoicing a client
Creating credit memos
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Developers
Polaris API example queries
Accessing the Polaris API
Setting up account licenses and permissions
Setting up a Polaris account
Getting Started with the Polaris API
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