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Associating a Subcontractor Resource with a Project
After adding a subcontractor to Siebel Professional Services Automation, end users can associate resources from that company to the project. Any subcontractor resources associated with a project using the following procedure automatically appear in the Team Workbook.
To associate a subcontractor resource with a project
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- In the Projects list, select the project with which the subcontractor will be associated.
- Click the Subcontractors view tab.
- In the Subcontractors list, click the Account Name hyperlink for the subcontractor.
A Project Subcontractor form appears, with the Resources list below it.
- In the Resources list, add a new record.
The records available are employees that have been associated with this subcontractor account.
- In the Role field, select a role from the drop-down list.
- Complete any other necessary fields. For a description of the fields available, see Setting Up Roles in a Project Team Workbook.
NOTE: To create subcontractor agreements and invoices, see Agreements.
NOTE: To view the subcontractor details in a form, choose Employee Details from the drop-down list in the Resources view. To go back to list format, choose Employees from the drop-down list.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |