Project-based organizations are constantly balancing competing priorities—meeting delivery commitments, optimizing resource utilization, maintaining financial visibility, and adapting to changing business demands. This quarter, Polaris introduces new capabilities designed to help organizations better connect project planning, resource management, and financial outcomes.
From enhanced forecasting and billing visibility to more flexible resource planning, these updates help teams make more informed decisions, improve staffing readiness, and execute projects with greater confidence.
Gain Greater Visibility into Future Financial Performance
Successful project delivery starts with understanding not only where projects stand today, but where they are headed tomorrow. Several new Polaris enhancements help finance and project leaders improve forecasting accuracy and strengthen financial planning.
Forecast Billing with Greater Confidence
The new Estimated Billing Report provides both summary and detailed views of projected billings based on planned resource allocations.
By bringing estimated billing data into reporting, organizations can better understand expected revenue streams, validate planning assumptions, and align project execution with financial targets. The report also supports the enhanced billing estimation methodology introduced for task-based allocations, helping improve the accuracy of forward-looking projections.
Extend Revenue Forecasting Across More Projects
Organizations using On Invoice revenue recognition policies can now automatically forecast revenue directly within Polaris.
This enhancement provides a more complete view of future project revenue, helping finance teams improve planning, monitor performance against targets, and make better-informed business decisions throughout the project lifecycle.
Simplify Complex Billing Models
We’ve also expanded support for Advanced Rate Cards with an enhanced import experience.
Organizations that manage sophisticated billing structures can now configure advanced rates more efficiently, reducing manual effort while improving consistency and scalability across projects.
Align Resource Capacity with Project Demand
Delivering successful projects requires more than knowing who is available today. Organizations need visibility into future demand, confidence in staffing plans, and the flexibility to allocate resources in ways that reflect how work is actually performed.
Plan Recurring Work More Effectively
Many project-based organizations assign work that follows recurring patterns rather than evenly distributed schedules.
With Recurring Allocations, resource managers can now schedule allocations on weekly or monthly intervals. This provides a more realistic representation of future demand, helping teams improve planning accuracy, identify capacity requirements earlier, and make more informed staffing decisions.
Improve Visibility into Resource Availability
Accurate resource planning depends on understanding when resources are truly available.
Polaris now displays each resource’s scheduled days off directly within key planning and staffing views, including Resource Plan, Resource Management, Quick Allocation, and SmartMatch. By providing a clearer picture of resource availability, organizations can better align capacity with project demand, improve utilization, and proactively address potential scheduling conflicts.
Support Performance at Scale
For organizations managing larger project teams, Polaris now delivers improved performance on the Timesheet Access page through pagination enhancements.
This update helps maintain a responsive user experience while making it easier for managers to access the information they need across large resource pools.
Simplify Everyday Work Across the Organization
Small improvements to daily workflows can have a meaningful impact on user adoption and productivity. This quarter’s updates help teams access information faster and work more efficiently within Polaris.
Create a More Personalized User Experience
Organizations can now configure default landing pages for end users, allowing them to begin their day in the area most relevant to their role and responsibilities.
Whether users prefer to start from their work overview or go directly to time entry, Polaris provides greater flexibility while reducing unnecessary navigation. Individual users can also customize their own experience through personal settings.
Bring Scheduling into the Polaris Experience
For organizations using workforce scheduling alongside Polaris, shift scheduling is now embedded directly within the Polaris interface.
By bringing scheduling into a single experience, teams can reduce context switching and streamline workforce planning activities.
Helping Teams Deliver Projects with Greater Confidence
This quarter’s Polaris enhancements are focused on helping organizations connect financial planning, resource management, and project execution more effectively.
With stronger forecasting capabilities, greater visibility into resource demand and availability, and streamlined administrative experiences, Polaris helps project-based organizations improve utilization, strengthen staffing decisions, and maintain clearer visibility into the financial impact of their work.
Because when teams can better forecast, plan, and align resources to demand, they’re better positioned to deliver successful project outcomes with confidence.
Thank you for being part of the Polaris PSA journey.
Have Questions? Find answers and support through the Deltek Learning Hub and Support Center, with on-demand guidance and expert assistance when you need it.
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