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Modifying Mapping Templates

The following procedure explains how to modify an existing mapping template. You can use this procedure with any of the following kinds of mapping templates:

• The templates that are provided with Siebel Professional Services Automation.
• Copies of the templates that are provided with Siebel Professional Services Automation.
• Templates that you create.

To modify a mapping template

1. Navigate to the Administration - Data screen > Project Mappings view.
2. In the Project Mappings list, select the mapping template record that you want to modify.
3. If you want to modify a copy of the selected template, click Menu, Copy Record, and then enter a new Mapping Name for the copy; otherwise, skip this step.
4. In the Mapping Categories list, add or delete category records as needed.
5. In the Category Fields list, add, delete, or modify records as needed.