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

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the account will be associated.
  4. Click the select button in the project record's Account field to display the Pick Account dialog box.
  5. Select the account you want to associate with the project, and then click OK.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003