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Siebel Professional Services Automation Guide > Agreements >

Creating an Agreement

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An agreement is a representation of terms for services agreed upon between the end user and the customer.

To create an agreement

Navigate to the Projects screen.
From the Show drop-down list, select the appropriate view.
In the Projects list, select the project with which the agreement will be generated.
Click the Agreements view tab.
In the Agreements list, add a new record.
Complete the necessary fields.

NOTE:  End users can also create an agreement from the Agreements screen. When creating an agreement from the Agreements screen, end users must remember to associate the agreement with the project.

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