Bookshelf Home | Contents | Index | Search | PDF

Siebel Employee Relationship Management Administration Guide > Setting Up Siebel Projects >

Adding a Description to the Project Summary (End User)

---

Employees with the appropriate responsibilities can add a project description to the Project Summary page. The project description appears in the following locations:

Project Home Page. The first 100 characters used in the project description appear under the project's link on Project Home page. Any additional text formatting that is applied to your text appears.
Project Summary Page. The full project description appears on the Project Summary page.
Related Projects Section. When it is associated with another project, the first 50 characters used in the description appear in the Related Projects section on the Project Summary page.
Project Description Field. The full project description appears in the Project form in the View Detail.

To add a project description

Navigate to the Project Summary page of the project to which you want to add a description.
Click the View Details button.
In the Project form, click the show more button to expand the form.
Click in the Description field.

NOTE:  When you click in the Description field, the integrated HTML editor toolbar appears at the bottom of the field. The toolbar provides special editing controls, which allow you to use supported HTML formatting, and also provide some standard editing features such as cut and paste. For more information about using the HTML editor, see Fundamentals.

When finished, click the View Summary button.

The description appear in the Project Summary page.

Bookshelf Home | Contents | Index | Search | PDF