A - B - C - D - E - F - G - I - L - M - N - O - P - R - S - T - V - W

 

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

activating   1 ,  2


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B

best practices   1

business scenarios

agreement generation   1

Microsoft Project integration   1

project management   1

resource management   1

revenues   1

time sheets   1


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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


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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


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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_ESTAB   1 ,  2

EXP_ITEM_SUMCAT   1

EXP_ITEM_TYPE   1 ,  2

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

adjusting   1 ,  2 ,  3

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


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F

field mappings   1 ,  2 ,  3 ,  4 ,  5

financial components, list of   1


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G

Gantt charts   1


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I

importing data from Microsoft Project   1 ,  2

invoices

creating   1


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L

line items

adding to expense reports   1

adding to time sheets   1

list of values (LOV)

project-specific entries   1

log file   1


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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

importing data from   1 ,  2

mapping file, creating   1 ,  2

mapping templates, constraints   1

mapping templates, understanding   1

tasks, viewing   1

Microsoft Project integration

about   1

multiple rate schedules   1 ,  2

My Expense Diary view   1

My Time Diary view   1


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N

Next Day button   1


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O

opportunity management

about   1

projects, creating from opportunities   1

opportunity revenue

projected revenues, displaying   1


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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


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R

rate lists

adding   1

associating products with   1

multiple rate schedules   1 ,  2

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


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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


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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

recording time for   1 ,  2

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


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V

visibility, project information   1


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W

work types, creating   1

workflow diagrams

Siebel Professional Services Automation   1

workflows for adding time items

activating for time sheets   1 ,  2

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 Siebel Professional Services Automation Guide 
 Published: 18 April 2003