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A
accounts
projects, creating from accounts 1
activities
creating 1
tasks, adding to activities 1
Activities Expenses view 1
Activities Time view 1
activity plans, about 1
agreement generation
about 1
business scenario 1
agreements
creating 1
defined 1
documentation, adding to agreements 1
draft agreement, generating 1
Auto Gen feature
B
best practices 1
business scenarios
agreement generation 1
Microsoft Project integration 1
project management 1
resource management 1
revenues 1
time sheets 1
C
candidates
history and status, tracking 1
projects, assigning to 1
changing 1
competencies, project roles 1
contacts
projects, associating with 1
currencies, changing reimbursement 1
D
data
importing and exporting 1
dynamic buttons
adding to new views 1
changing positions of 1
configuring 1
specifying inheritance for 1
dynamic buttons, changing names of 1
E
email notification
activating for expense reports 1
activating for time sheets 1
employees
expense information, viewing 1 , 2
hours logged per project, viewing 1
information about, viewing 1
establishments, creating 1
exchange rates
about 1
EXP_ITEM_CAT 1
EXP_ITEM_SUMCAT 1
expense reporting
approval limits, setting 1
Auto Gen feature 1
currencies and exchange rates 1
email notification, activating 1
generating automatically 1
in Activities Expenses view 1
in My Expense Diary view 1
period definition, about 1
reporting structure, defining 1
status updating, activating 1
summary categories, creating 1
expense reports
about 1
approval history, viewing 1
assistant's use of 1
creating automatically 1
creating for another person 1
creating manually 1
employee information, viewing 1
evaluating before back-office processing 1
expense by employee, viewing 1
line item currency, changing 1
line items default currency 1
line items, adding 1
monitoring status, about 1
printing 1
recalling submitted 1
reimbursement currency, changing 1
removing entries from 1
submitting 1
expense reports, managerial tasks
adjustment chart, viewing 1
approving or rejecting 1
expense summary chart, viewing 1
summary information, viewing 1
expense types
creating 1
modifying for reporting 1
reports 1
summary categories 1
exporting data to Microsoft Project 1
F
field mappings 1 , 2 , 3 , 4 , 5
financial components, list of 1
G
Gantt charts 1
I
importing data from Microsoft Project 1 , 2
invoices
creating 1
L
line items
adding to expense reports 1
adding to time sheets 1
list of values (LOV)
project-specific entries 1
log file 1
M
mapping file for Microsoft Project 1 , 2
mapping templates for Microsoft Project
constraints 1
creating 1
modifying 1
predefined 1
understanding 1
Microsoft Project
exporting data to 1
mapping templates, constraints 1
mapping templates, understanding 1
tasks, viewing 1
Microsoft Project integration
about 1
My Expense Diary view 1
My Time Diary view 1
N
Next Day button 1
O
opportunity management
about 1
projects, creating from opportunities 1
opportunity revenue
projected revenues, displaying 1
P
period types, adding or modifying 1
products
resource, adding 1
project financials
invoices, creating 1
revenues, adding 1
revenues, business scenario 1
project management
business scenario 1
cumulative hour graph, viewing 1
risk assessment 1
roles, identifying 1
time sheet adjustment charts, viewing 1
time sheet summaries, viewing 1
project resources, adding 1
project resources, displaying existing 1
projected revenues
opportunities, displaying 1 , 2
projects
list of value entries, creating 1
projects, creating
assignment details, viewing 1
contacts, associating 1
from accounts 1
from existing projects 1
from opportunities 1
granting access to 1
new project, creating 1
roles, adding competencies to 1
roles, adding skills to 1
Team Workbook, about 1
visibility 1
projects, staffing
candidates, assigning 1
subcontractors, adding 1
Team Workbook, about 1
R
rate lists
adding 1
associating products with 1
resource management
about 1
business scenario 1
candidate status and history, tracking 1
candidates, assigning to a project 1
request views, types of 1
resource requests, assigning ownership 1
resource requests, locating 1
resource requests
locating 1
ownership, assigning 1
types of 1
Resources Only mapping template 1 , 2
revenue projections
opportunities, displaying 1 , 2
revenues
business scenario 1
project revenues, adding 1
revenue plan, using 1
risk assessment, projects and risks, associating 1
roles
competencies, adding 1
identifying 1
resources, assigning to 1
skills, adding 1
S
security, project information 1
Siebel Professional Services Automation
about 1
workflow diagram 1
skills, project roles 1
Standard mapping template 1 , 2
status updating
activating for expense reports 1
activating for time sheets 1
subcontractors, project team, adding to 1
Submit To field, changing trigger for 1 , 2
T
Tasks Only mapping template 1 , 2
tasks, adding activities to 1
Team Workbook
about 1
example 1
roles, adding 1
roles, adding competencies to 1
roles, identifying 1
templates
activity plans, about 1
mapping templates 1
time sheets
about 1
approval history, viewing 1
approval limits, setting 1
approval process, about 1
Auto Gen feature, activating 1
business scenario 1
creating automatically 1
creating manually 1
dynamic buttons, configuring 1
email notification, activating 1
evaluating before back-office processing 1
generating automatically 1
line items, adding 1
moving entries from My Time Diary 1
period types, adding or modifying 1
printing 1
recalling submitted 1
removing entries from 1
reporting structure, defining 1
status updating, activating 1
submitting 1
work types, creating 1
workflows for adding time items, activating 1 , 2
time sheets, managerial tasks
adjusting after submission 1 , 2
adjustment chart, viewing 1
adjustments graph, viewing 1
approving or rejecting 1
cumulative project hours graph, viewing 1
employee information, viewing 1
summary by project, viewing 1
triggers, changing
for expense reports 1
for time sheets 1
troubleshooting 1
V
visibility, project information 1
W
work types, creating 1
workflow diagrams
Siebel Professional Services Automation 1
workflows for adding time items
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Professional Services Automation Guide Published: 18 April 2003 |