Bookshelf Home | Contents | Index | Search | PDF

Siebel Employee Relationship Management Administration Guide > Setting Up Siebel Projects >

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.

To create a new project

Navigate to the Projects screen.
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.

To delete a project

From the application-level menu, choose View > Site Map > Data Administration > Projects.
In the Projects list, select the project you want to delete.
Click the menu button, then choose Delete Record.
Click OK to confirm the deletion.

Bookshelf Home | Contents | Index | Search | PDF