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Siebel Professional Services Automation Guide
Overview of Siebel Professional Services Automation
Siebel Professional Services Automation Business Process
Business Scenario for Opportunity Management
Example Process for Opportunity Management
Associating a Project with an Opportunity
Associating a Project with an Account
Business Scenario for Project Management
Example Process for Project Management
Setting Up Financial Components (Administrator)
Setting Up Employee Records (Administrator)
Overview of Rate List and Cost List Management (Administrator)
Displaying Existing Project Resources (Administrator)
Adding New Project Resources to the Product List (Administrator)
Creating Roles (Administrator)
Setting Up Skills and Competencies (Administrator)
Setting Up Contract and Work Order Templates (Administrator)
Setting Up Project Activity Templates (Administrator)
Setting Up Microsoft Project Field Mappings (Administrator)
Setting Up Project-Related List of Values Entries (Administrator)
Creating a Cost List (Administrator)
Associating Cost List Line Items with a Cost List (Administrator)
Creating a Rate List (Administrator)
Associating Rates and Project Resources with a Rate List (Administrator)
About Multiple Rate Schedules (Administrator)
Associating Contacts with a Project
Creating Activities Using Activity Plans
Creating Project Activities Manually
Setting Up Roles in a Project Team Workbook
Associating Skills and Competencies with Team Workbook Roles
Setting Rates for Project Staff
Adding Subcontractor Information
Associating a Subcontractor Resource with a Project
Assessing and Adding Risks to a Project
Creating Risk Resolution Activities
Creating a Status Report for a Project
Associating Risks with a Status Report
Creating an Order for Project Materials
Changing the Delivery Status of a Project
Using the Project Center and the Project Summary View
Business Scenario for Resource Management
Example Process for Resource Management
Using the Resource Requests Screen
Assigning Ownership of Resource Requests
Searching for Potential Resources
Using Candidate History to Track Candidates
Assigning Resources to a Project
Business Scenario for Microsoft Project Integration
Example Process for Microsoft Project Integration
Understanding Mapping Templates (Administrator)
Creating Mapping Templates (Administrator)
Modifying Mapping Templates (Administrator)
Importing Information from Microsoft Project into Siebel Professional Services Automation
Exporting Information from Siebel Professional Services Automation to a New Microsoft Project File
Time Reporting and Time Sheets
Business Scenario for Time Reporting and Time Sheets
Example Process for Time Reporting and Time Sheets
Creating Time Sheet Work Types (Administrator)
Adding or Modifying Available Period Types for Time Sheets (Administrator)
Defining Reporting Relationships (Administrator)
Setting User Approval Limits (Administrator)
About Dynamic Buttons (Administrator)
Changing the Trigger for the Submit To Field for Time Sheets (Administrator)
Activating Automatic Generation for Time Sheets (Administrator)
Activating Email Notification for Time Sheets (Administrator)
Activating Status Updating for Time Sheets (Administrator)
Activating the Add Time Item to the Time Sheet Workflow (Administrator)
Activating the Go to My Time Sheets View Workflow (Administrator)
Recording Time Worked in the My Time Diary View
Recording Time Worked in the Activities Time View
Creating a Time Sheet Automatically
Creating a Time Sheet Manually
Adding Line Items to a Time Sheet
Using the Time Sheet Item Summary View and the Spread Button
Using the Time Sheet Item Detail View and the Next Day Button
Moving Time Entries from My Time Diary to Time Sheets Manually
Removing Line Item Time Entries from Time Sheets
Recalling a Submitted Time Sheet
Monitoring the Status of a Time Sheet
Creating a Time Sheet for Another End User
Approving or Rejecting Time Sheets
Accepting or Rejecting Time Sheets Before Back-Office Processing
Adjusting Submitted Time Sheet Hours
Moving a Time Entry From One Project to Another
Moving Multiple Time Entries from One Project to Another
Viewing a Time Sheet Summary and Time Sheet Summary Chart
Viewing a Time Sheet Adjustments Chart
Business Scenario for Expense Reporting
Example Process for Expense Reporting
Creating Expense Types (Administrator)
Creating Establishments (Administrator)
Associating an Establishment with an Expense Type (Administrator)
Adding or Modifying Available Periods (Administrator)
Mapping Expense Types to Actuate Report Categories (Administrator)
Defining Reporting Relationships for Expense Reporting (Administrator)
Setting User Approval Limits (Administrator)
About Dynamic Buttons (Administrator)
Changing the Submit To Field Trigger for Expense Reports (Administrator)
Activating Automatic Generation for Expense Reports (Administrator)
Activating Email Notification for Expense Reports (Administrator)
Activating Status Updating for Expense Reports (Administrator)
Understanding Currency Exchange Rates (Administrator)
Recording Expenses in the My Expense Diary View
Recording Expenses in the Activities Expenses View
Creating an Expense Report Automatically
Creating an Expense Report Manually
Changing the Reimbursement Currency
Adding Line Items to an Expense Report
Changing the Default Currency for Expense Line Items
Changing the Currency for a Single Expense Line Item
Removing Items from Expense Reports
Recalling a Submitted Expense Report
Monitoring the Status of an Expense Report
Creating an Expense Report for Another End User
Approving or Rejecting Expense Reports
Accepting or Rejecting Expense Reports Before Back-Office Processing
Adjusting the Billable Total for an Expense Report
Moving an Expense Item to Another Project
Moving Multiple Expense Items to Another Project
Viewing an Expense Report Summary and Expense Summary Chart
Viewing an Expense Adjustments Chart
Business Scenario for Agreements
Example Process for Agreements
Adding Line Item Details to an Agreement
Generating Documentation with an Agreement
Adding Attachments to Agreements
Project Revenue Schedules and Forecasting
Business Scenario for Project Financials
Example Process for Project Financials
Adding Project Revenues Using SmartScripts
Adding Project Revenues Using Revenue Plans
Viewing the Project Revenue Spreadsheet
Viewing the Project Revenue Chart
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Siebel Professional Services Automation Guide Published: 18 April 2003 |