Siebel Professional Services Automation Guide > Opportunity Management > End-User Procedures for Opportunity Management >

Associating a Project with an Account

End users can also associate a project with an account, as described in the following procedure.

To associate a project with an account

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 account will be associated.
4. Click the select button in the project record's Account field to display the Pick Account dialog box.
5. Select the account record you want to associate with the project, and then click OK.