Siebel Professional Services Automation Guide > Project Management > Administrator Procedures for Project Management >

Adding New Project Resources to the Product List

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 Administration - Product screen.
  2. In the Products list, create a new product record.
  3. In the Product field of the new record, enter a resource name, such as consultant.
  4. Drill down on the Product field hyperlink for a selected Product.
  5. In the More Info form, click the Project Resource check box.
  6. Complete the necessary fields.

    For more information on the fields available, see Product Administration Guide.

    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. In the More Info link bar, click the Category link.

    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.

  8. In the More Info list, click New to display the Add Subcategories dialog box.
  9. In the Add Subcategories dialog box, select the category record to which the product (project resource) belongs, and then click OK.
Siebel Professional Services Automation Guide