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

Example Process Flow for Siebel Projects

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The following section describes the process administrator and manager might follow to set up Siebel Projects. Your company may follow a different process according to its business requirements.

Administrator Setup Process

The Siebel administrator requires administrative responsibilities to:

Set up project activity plans and activities. The administrator creates project activity plan templates with associated activities to maintain project consistency across the entire organization. For more information on setting up activity plans, and assigning the activities to projects, see and Applications Administration Guide.
Set up virtual collaboration. The administrator sets up virtual collaboration within Siebel ERM to allow coworkers to communicate in real time over the Web. For more information, see Virtual Collaboration and the Project Center.
Set up Project page layouts. Administrators use the Microsite Management feature to configure and manage the layouts for the ERM Project Home and ERM Project Summary pages. For more information, see Project Summary and Project Center Pages, and Applications Administration Guide.

End-User Process

The end user, a project moderator or member, with appropriate responsibilities, uses Employee Directory to:

Create a new project. For more information, see Browsing Projects Using Explorer (End User) and Creating Projects (End User).
Add team members. For more information, see Adding Project Team Members (End User).
Adds information and activities. For more information, see Creating a Project Activity Plan (End User) and Adding a Description to the Project Summary (End User).
Update project progress. For more information, see Updating and Tracking Project Information (End User).
Add a graphic to the project summary page. For more information, see Adding Graphics to Project Summary Pages (End User).
Adding News Content to the Summary Page. The project member adds content to the Project Summary page. For more information, see Adding News Content to a Project (End User).

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