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Siebel Professional Services Automation Guide > Microsoft Project Integration >
Creating Mapping Templates (Administrator)
If your organization needs templates that differ from those provided with Siebel Professional Services Automation, you can create them. The following procedure explains how to create a mapping template.
NOTE: The Start and Finish columns in Microsoft Project's Resource Sheet are auto-populated based on resource assignments. Therefore, resource Start Date and End Date values from the Siebel Project Team Workbook view cannot be exported to Start and Finish columns in a Microsoft Project Resource Sheet. If these two fields need to be exported to Microsoft Project, map the Siebel Start Date and End Date fields to Start1 and Finish1 fields in Microsoft Project.
To create a mapping template
- From the application-level menu, choose View > Site Map > Data Administration > Project Mappings.
- In the Project Mappings list, add a new record.
- In the Project Mappings list, in the Mapping Name field, enter a name of your own choosing to identify the mapping template you are creating and the data relationships it defines.
- In the Description field, enter a description of the mapping.
- In the Mapping Categories list, add a new record.
- In the new record, select the appropriate category from the Category drop-down list:
- If you are creating a mapping template for importing and exporting project resource information, select Project Resources.
- If you are creating a mapping template for importing and exporting task information, select Tasks.
- If you are creating a mapping template for importing and exporting both project resource and task information, choose either category. After you finish defining mappings for the first category you choose, a later step of this procedure will direct you to repeat the necessary steps to define mappings for the other category.
- In the Category Fields list, below the Mapping Categories list, add a new record.
- Complete the fields in the new record. Some of the fields are described in the following table.
NOTE: Repeat Step 7 and Step 8 of this procedure until you have mapped each needed field for the selected Category. If you need an additional Category for this template, repeat Step 6 through Step 8 of this procedure, specifying the additional Category in Step 6.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |