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Example Process for Microsoft Project Integration

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This is an example of a process for revenues. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following are administrator procedures for Microsoft Project Integration.

Understand mapping templates. For information, see Understanding Mapping Templates (Administrator).
Create a mapping template. For information, see Creating Mapping Templates (Administrator).
Modify a mapping template. For information, see Modifying Mapping Templates (Administrator).

End-User Procedures

The following are end-user procedures for Microsoft Project Integration.

Import information from Microsoft Project into Siebel Professional Services Automation. For information, see Importing Information from Microsoft Project into Siebel Professional Services Automation.
Export information from Siebel Professional Services Automation to a new Microsoft Project file. For information, see Exporting Information from Siebel Professional Services Automation to a New Microsoft Project File.
Export information from Siebel Professional Services Automation to an existing Microsoft Project file. For information, see Exporting Information from Siebel Professional Services Automation to an Existing Microsoft Project File.
View a log file. For information, see Viewing a Log File.
Save a log file. For information, see Saving a Log File.

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