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

Creating an Order for Project Materials

End users may want to create a product or material order and associate it with a project. This functionality allows for the tracking of material costs related to a project.

To create an order

  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 order will be associated.
  4. Click the Orders view tab.
  5. In the Orders list, add a new record.
  6. Complete the necessary fields.
  7. Drill down on the Order # field hyperlink to display the Orders screen and add additional details concerning the order.
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