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Example Process for Project Management

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This is an example of a process an administrator and an end user may follow to manage projects. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following are administrator procedures for managing projects:

Set up financial components. Financial components such as currencies and expense types need to be set up for use in projects. For more information, see Setting Up Financial Components (Administrator).
Set up employee records. Employee records must be created before employees can be assigned to work on particular projects. For more information, see Setting Up Employee Records (Administrator).
Display existing project resources. Existing product records for the services you offer, such as consulting hours for field engineers or field technicians need to be displayed for inclusion in projects. This is part of setting up the rate book for your organization. For more information, see Displaying Existing Project Resources (Administrator).
Add a new project resource. New product records for the services you offer, such as consulting hours for field engineers or field technicians need to be added to the database if the existing product records don't match the needs of a project. This is part of setting up the rate book for your organization. For more information, see Adding New Project Resources to the Product List (Administrator).
Create a role. Administrators must create the roles that project managers identify as needing to be filled on the project team. For more information, see Creating Roles (Administrator).
Set up skills and competencies. Skills and competencies that are needed on the project team must be specified during project resource management to help assign people to project tasks. For more information, see Setting Up Skills and Competencies (Administrator).
Set up contract and work order templates. Allow end users to create agreement, contract, and work order documents by setting up Siebel Proposals templates and modifying them to meet the needs of your company. For more information, see Setting Up Contract and Work Order Templates (Administrator).
Set up a project activity template. Set up project activity templates to automatically create the milestones or activities that should be followed for a project. For more information, see Setting Up Project Activity Templates (Administrator).
Set up Microsoft Project field mappings. A mapping file that defines field mappings between Microsoft Project and Siebel Professional Services Automation must be set up to export and import data between these two applications. For more information, see Setting Up Microsoft Project Field Mappings (Administrator).
Set up project-related list of values entries. You may want to set up some values for drop-down lists used with projects. This is done by adding values to the appropriate list of values. For more information, see Setting Up Project-Related List of Values Entries (Administrator).
Create a cost list. You can create cost lists to record the estimated costs to your organization for providing specified services. For more information, see Creating a Cost List (Administrator).
Associate cost list items with a cost list. Once you create a cost list, you can associate project resources with it. For more information, see Associating Cost List Line Items with a Cost List (Administrator).
Create a rate list. You may want to create rate lists specify rates for services and the people who provide those services. For more information, see Creating a Rate List (Administrator).
Associate rates and project resource products with a rate list. Once you create a rate list, you can associate project resources with it. For more information, see Associating Rates and Project Resources with a Rate List (Administrator).

End-User Procedures

The following are end-user procedures for working with projects:

Create a project. For information, see Creating Projects.
Associate a contact with a project. For information, see Associating Contacts with a Project.
Provide access to a project. For information, see Providing Access to a Project.
Create activities using an activity plan. For information, see Creating Activities Using Activity Plans.
Create an activity manually. For information, see Creating Project Activities Manually.
Create a task. For information, see Creating Tasks.
Add an activity to a task. For information, see Adding Activities to a Task.
View tasks. For information, see Viewing Tasks.
Use the team workbook. For information, see Using the Team Workbook.
Set up roles in a team workbook for a project. For information, see Setting Up Roles in a Project Team Workbook.
Associate skills and competencies with team workbook roles. For information, see Associating Skills and Competencies with Team Workbook Roles.
Set rates for project staff. For information, see Setting Rates for Project Staff.
Add subcontractor information. For information, see Adding Subcontractor Information.
Associate a subcontractor resource with a project. For information, see Associating a Subcontractor Resource with a Project.
Assess and add risks to a project. For information, see Assessing and Adding Risks to a Project.
Create a risk resolution activity. For information, see Creating Risk Resolution Activities.
Create a status report for a project. For information, see Creating a Status Report for a Project.
Associate a risk with a status report. For information, see Associating Risks with a Status Report.
Attach a file to a project. For information, see Attaching a File to a Project.
Add a note to a project. For information, see Adding a Note to a Project.
Create an order for project materials. For information, see Creating an Order for Project Materials.
Change the delivery status of a project. For information, see Changing the Delivery Status of a Project.

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