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Adding Project Revenues Using SmartScripts
If there are multiple revenues to add to a project, end users may want to use SmartScripts to add them. SmartScripts allows end users to enter multiple revenues without having to add them one at a time.
To add project revenues using SmartScripts
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- Select the project to which you are adding revenues, and click the Revenues view tab.
- On the Revenues view tab, click the menu button, and then click Script. In the SmartScripts screen in the Revenue Schedule - Date Range form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Default Values form, complete the necessary fields, and then click Next.
- In the Revenue Schedule - Amounts form, complete the necessary fields, and then click Finish.
The appropriate revenue records are calculated and added to the Revenues list.
A set of revenues created using SmartScripts includes the same Group ID and thus are each included in the same spreadsheet record when the end user navigates to the spreadsheet view.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |