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Example Process for Microsoft Project Integration
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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Siebel Professional Services Automation Guide Published: 18 April 2003 |