Siebel Professional Services Automation Guide > Project Management >

Associating Contacts with a Project

When end users create a project, they normally specify an account that is associated with that project. End users can also associate one or more individual contacts with a project. The following procedure explains how to associate a contact with a project.

To associate a contact with a project

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the contact will be associated, and then click either the Name hyperlink for that project or the Contacts view tab.
  4. In the Contacts list, click New.
  5. In the Add Contacts dialog box that appears, select the contact or contacts you want to add and then click OK.
  6. NOTE:  If you want to select multiple contacts, hold down the CTRL key while you select the records.

    The Add Contacts dialog box closes, and the record or records you selected appear in the Contacts list.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003