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Siebel Professional Services Automation Guide > Opportunity Management >
Associating a Project with an Account
End users can also associate a project with an account, as described in the following procedure.
To associate a project with an account
- 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 account will be associated.
- Click the select button in the project record's Account field to display the Pick Account dialog box.
- Select the account you want to associate with the project, and then click OK.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |