Siebel Professional Services Automation Guide > Project Management >

Adding New Project Resources to the Product List (Administrator)

You must define project resources before you can select them for a project. You must set up resources as products, so that these resources can be added in the rate and cost lists. The following procedure explains how to add a new project resource product.

To add a project resource to the product list

  1. Navigate to the Product Administration screen.
  2. In the Products list, add a new record.
  3. In the Product field of the new record, enter a resource name, such as consultant.
  4. In the More Info form, click the show more button and then select the Project Resource check box.
  5. Complete any other fields as needed. For more information on the fields available, see Product Administration Guide.
  6. NOTE:  If the product can be ordered or if the product can be listed as a quote item in a quote, select the Orderable check box.

  7. From the Show drop-down list in the More Info form, select Category to display a Product form and a More Info list.
  8. Adding products to categories allows users access to the product. Categories are how product visibility is controlled. You must also add a product to a category to make it selectable in a quote and to make it visible in eSales Web pages.

  9. In the More Info list, click New to display the Add Subcategories dialog box.
  10. In the Add Subcategories dialog box, select the category to which the product (project resource) belongs, and then click OK.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003