Siebel Professional Services Automation Guide > Project Financials > End-User Procedures for Project Financials >
Adding Project Revenues Using SmartScripts
If there are multiple revenues to add to a project, end users may want to use SmartScripts to add them. SmartScripts allows end users to enter multiple revenues without having to add them one at a time. To add project revenues using SmartScripts
- Navigate to the Projects screen.
- From the visibility filter, select the appropriate view.
- Drill down on the Name field hyperlink for a selected project record to which you are adding revenues.
- Click the Revenues view tab.
- Click Menu, and then click Script.
- In the SmartScripts screen in the Revenue Schedule - Date Range form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Amounts form, complete the necessary fields, and then click Finish.
The appropriate revenue records are calculated and added to the Revenues list.
A set of revenues created using SmartScripts includes the same Group ID and thus are each included in the same spreadsheet record when the end user navigates to the spreadsheet view.
|