Siebel Professional Services Automation Guide > Project Financials >

Example Process for Project Financials


This is an example of a process an end user might follow for project financials. Your company may follow a different process according to its business requirements. For information on administrative procedures related to revenues, see Siebel Forecasting Guide.

  1. Add a project revenue. For information, see Adding a Project Revenue.
  2. Add project revenues using SmartScripts. For information, see Adding Project Revenues Using SmartScripts.
  3. Add project revenues using revenue plans. For information, see Adding Project Revenues Using Revenue Plans.
  4. View the project revenue spreadsheet. For more information, see Viewing the Project Revenue Spreadsheet.
  5. View the project revenue chart. For more information, see Viewing the Project Revenue Chart.
  6. View financial profile information. For more information, see Viewing Financial Profile Information.
  7. Add project invoices. For more information, see Adding Project Invoices.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003