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Siebel Professional Services Automation Guide > Project Management >
Adding New Project Resources to the Product List (Administrator)
You must define project resources before you can select them for a project. You must set up resources as products, so that these resources can be added in the rate and cost lists. The following procedure explains how to add a new project resource product.
To add a project resource to the product list
- Navigate to the Product Administration screen.
- In the Products list, add a new record.
- In the Product field of the new record, enter a resource name, such as consultant.
- In the More Info form, click the show more button and then select the Project Resource check box.
- Complete any other fields as needed. For more information on the fields available, see Product Administration Guide.
NOTE: If the product can be ordered or if the product can be listed as a quote item in a quote, select the Orderable check box.
- From the Show drop-down list in the More Info form, select Category to display a Product form and a More Info list.
Adding products to categories allows users access to the product. Categories are how product visibility is controlled. You must also add a product to a category to make it selectable in a quote and to make it visible in eSales Web pages.
- In the More Info list, click New to display the Add Subcategories dialog box.
- In the Add Subcategories dialog box, select the category to which the product (project resource) belongs, and then click OK.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |