Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >
Creating an Order for Project Materials
End users may want to create a product or material order and associate it with a project. This functionality allows for the tracking of material costs related to a project.
To create an order
- Navigate to the Projects screen.
- From the visibility filter, select the appropriate view.
- Drill down on the Name field hyperlink for a selected project record with which the order will be associated.
- Click the Orders view tab.
- In the Orders list, add a new record.
- Complete the necessary fields.
- Drill down on the Order # field hyperlink to display the Orders screen and add additional details concerning the order.