Siebel HelpDesk Guide > Setting Up Siebel Projects for HelpDesk >

Creating Projects (End User)

Use the following procedure to create a new project. Only administrators and users with appropriate responsibilities can modify and delete projects.

This task is a step in Process of Setting Up Siebel Projects.

To create a new project

  1. Navigate to the Projects screen.
  2. In the Projects list, add a new record, and complete the necessary fields.

    Some fields, such as Project # and Created Date, are automatically completed. Other fields, such as Status and Access, contain default values.

    • In the Access Type field, select Public or Public Read-Only to make the project visible to project team members.
    • In the Status field, choose Active to launch the project.
    • In the Delivery field, choose an indicator for the project progress.

      NOTE:  Projects are deleted using the Administration - Data screen. For more information, see Siebel Applications Administration Guide.

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