Siebel Professional Services Automation Guide > Agreements > End-User Procedures for Agreements >

Creating an Agreement

An agreement is a representation of terms for services agreed upon between the end user and the customer.

To create an agreement

1. Navigate to the Projects screen.
2. From the visibility filter, select the appropriate view.
3. Drill down on the Name field hyperlink for a selected project record with which the agreement will be generated.
4. Click the Agreements view tab.
5. In the Agreements list, create a new record.
6. Complete the necessary fields.

NOTE:  End users can also create an agreement from the Agreements screen. When creating an agreement from the Agreements screen, end users must remember to associate the agreement with the project.