Siebel Professional Services Automation Guide


How This Guide Is Organized

Revision History

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Overview of Siebel Professional Services Automation

Siebel Professional Services Automation Business Process


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Opportunity Management

Business Scenario for Opportunity Management

Example Process for Opportunity Management

Associating a Project with an Opportunity

Associating a Project with an Account

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Project Management

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)

Creating Projects

Associating Contacts with a Project

Providing Access to a Project

Creating Activities Using Activity Plans

Creating Project Activities Manually

Creating Tasks

Adding Activities to a Task

Viewing Tasks

Using the Team Workbook

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

Attaching a File to a Project

Adding a Note to a Project

Creating an Order for Project Materials

Changing the Delivery Status of a Project

Using the Project Center and the Project Summary View

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Resource Management

Business Scenario for Resource Management

Example Process for Resource Management

Using the Resource Requests Screen

Reviewing Resource Requests

Assigning Ownership of Resource Requests

Searching for Potential Resources

Using Candidate History to Track Candidates

Assigning Resources to a Project

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Microsoft Project Integration

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

Exporting Information from Siebel Professional Services Automation to an Existing Microsoft Project File

Viewing a Log File

Saving a Log File

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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

Submitting a Time Sheet

Recalling a Submitted Time Sheet

Monitoring the Status of a Time Sheet

Printing 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

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Expense Reporting

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

Submitting an Expense Report

Recalling a Submitted Expense Report

Monitoring the Status of an Expense Report

Printing 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

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Business Scenario for Agreements

Example Process for Agreements

Creating an Agreement

Adding Line Item Details to an Agreement

Generating Documentation with an Agreement

Adding Attachments to Agreements

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Project Financials

Financials Overview

Project Revenue Schedules and Forecasting


Business Scenario for Project Financials

Example Process for Project Financials

Adding a Project Revenue

Adding Project Revenues Using SmartScripts

Adding Project Revenues Using Revenue Plans

Viewing the Project Revenue Spreadsheet

Viewing the Project Revenue Chart

Viewing Financial Profile Information

Adding Project Invoices

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 Siebel Professional Services Automation Guide 
 Published: 18 April 2003