A - C - D - E - F - G - I - L - M - O - P - Q - R - S - T - U - W

A

activities

activity plan, creating using   1

agreements

business scenario   1

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C

candidate history, adding employee to   1

competencies, project roles   1

contact templates, about setting up   1

cost list

setting up tasks, about   1

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D

dynamic buttons

names, changing for expense reports   1

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E

expense reporting

dynamic button names, changing   1

expense report approval limit, setting   1

reporting relationships, defining   1

exporting

existing Microsoft Project file, exporting to   1

Microsoft Project, exporting data to   1

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F

Financial Profile view, using to change the project delivery status   1

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G

Gantt charts, about viewing project details   1

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I

importing from Microsoft Project   1

invoices

project financials, about   1

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L

log file

saving   1

viewing   1

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M

mapping templates

creating (procedure)   1

modifying (procedure)   1

preconfigured mapping templates, list of   1

Microsoft Project, integrating

exporting data to   1

exporting to existing Microsoft Project file   1

importing from   1

log file, saving   1

log file, viewing   1

mapping templates, creating   1

mapping templates, modifying   1

mapping templates, preconfigured mapping templates   1

Resources Only mapping template, between Siebel Professional Services Automation and (table)   1

Siebel Professional Services and, considerations for   1

Standard mapping template, between Siebel Professional Services Automation and (table)   1

Task Only Mapping template, between Siebel Professional Services and Microsoft Project (table)   1

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O

Opportunity Management

about and ways to access   1

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P

project financials

business scenario   1

invoices, about   1

project management

See also Creating Activities Using Activity Plans

activities, creating using activity plans   1

contact and work order templates, about setting up   1

multiple rate schedules, about   1

role, creating   1

skills and competencies, about setting up   1

status report, associating risks with a status report   1

subcontractor information, adding   1

project resources

existing resources, displaying   1

projects

access. levels of   1

assignment details, viewing   1

delivery status, changing   1

multiple time entries, moving to another project   1

project team workbook, setting up rolls in   1

resource, assigning to a project   1

roles, adding competencies to   1

roles, adding skills to   1

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Q

querying, finding existing roles   1

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R

rate list

tasks and cost list, setting up   1

rate schedules, about multiple rate schedules   1

reporting relationships

expense reporting, defining for   1

reports

status report, associating risks with   1

resource management

business scenario   1

candidate history, adding employee to   1

project, assigning a resource to   1

resource request, assign ownership of   1

resource request, reviewing   1

resources, searching for   1

resource requests

ownership, assigning ownership of   1

reviewing   1

resource Start Date and End Date, about exporting   1

Resources Only mapping template

about   1

Siebel Professional Services Automation and Microsoft Project (table)   1

roles

competencies, adding   1

creating a role   1

resource, assigning to a role   1

skills, adding   1

team workbook roles, associating skills and competencies with   1

rolls, setting up roles in project team workbook   1

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S

skills and competencies

adding (procedure)   1

setting up, about   1

Standard mapping template

about   1

Siebel Professional Services Automation and Microsoft Project (table)   1

status report

risks, associating with   1

subcontractor

information, adding   1

subcontractor resource, associating with a project   1

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T

Task Only mapping template

about   1

Siebel Professional Services Automation and Microsoft Project (table)   1

team workbook

roles, adding   1

roles, adding competencies to   1

roles, associating skills and competencies with   1

rolls, setting up   1

templates

contact and work order templates, about setting up   1

mapping templates, creating (procedure)   1

mapping templates, list of preconfigured templates   1

mapping templates, modifying (procedure)   1

Resources Only mapping template, between Siebel Professional Services and Microsoft Project (table)   1

Standard mapping template, between Siebel Professional Services and Microsoft Project (table)   1

Task Only Mapping template, between Siebel Professional Services and Microsoft Project (table)   1

time entries

project, moving multiple time entries to another project   1

time reporting and time sheets

business scenario   1

multiple time entries, moving to another project   1

submitting for approval   1

time sheets

submitting for approval   1

time sheet work type, creating   1

tracking candidates, using candidate history to   1

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U

user approval limits, setting   1

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W

work order templates, about setting up   1

work type, creating   1

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