Siebel Partner Relationship Management Administration Guide > Managing Design Programs > Roadmap for Managing a Design Program >

Process of Setting Up a Design Program

To set up a design program, perform the following tasks:

1. Configuring Design Opportunity Status
2. Defining Design Opportunity Approvers
3. Defining Design Registration Approvers

This process is a step in Roadmap for Managing a Design Program.

Configuring Design Opportunity Status

You can configure the statuses associated with a design opportunity, and you can modify them to suit specific business requirements. You can rename the status values and their associated win probabilities. You can also specify whether a specific design opportunity status is treated as being open, won, or lost. This feature is important, because the values that you specify influence the approval process, revenue figures, and so on.

Design opportunities use the status values associated with only two sales methods: design opportunity sales method and design opportunity won sales method. Therefore, limit your configuration changes to these two sales methods only.

This task is a step in Process of Setting Up a Design Program.

To configure a design opportunity status

1. Navigate to the Administration Data screen, then the Sales Methods view.
2. Select either Design Opportunity or Design Opportunity Won, and make changes as appropriate.

Defining Design Opportunity Approvers

Define a list of users who must approve a design opportunity before the status changes to win.

This task is a step in Process of Setting Up a Design Program.

To define a design opportunity approver

1. Navigate to the Administration - Application screen, then the Approval Admin view.
2. Query for Design Opportunity Approval.
3. Define users or positions who must give their approval for a design opportunity to be considered a win.

You can also specify whether the approval process is sequential or parallel. In the sequential process, all listed users must approve. In the parallel process only one user must approve. For more information on the approval administration process, see Siebel Applications Administration Guide.

Defining Design Registration Approvers

Define users or positions that must approve a design registration.

This task is a step in Process of Setting Up a Design Program.

To define a design registration approver

1. Navigate to the Administration - Application screen, then the Approval Admin view.
2. Query for Approval Item Design Registration Approval.
3. Define users or positions who must give their approval for a design registration to be considered a win.