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Siebel Project and Resource Management Administration Guide
What's New in This Release
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Siebel Project and Resource Management Overview
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Project Management
Scenario for Project Management
Administrator Procedures for Project Management
Setting Up Financial Components
Setting Up Employee Records
Overview of Rate List and Cost List Management
Displaying Existing Project Resources
Adding New Project Resources to the Product List
Creating Roles
Setting Up Skills and Competencies
Setting Up Contract and Work Order Templates
Setting Up Project Activity Templates
Setting Up Project-Related List of Values Entries
Creating a Cost List
Associating Cost List Line Items with a Cost List
Creating a Rate List
Associating Rates and Project Resources with a Rate List
About Multiple Rate Schedules
End-User Procedures for Project Management
Creating Projects
Associating Contacts with a Project
Providing Access to a Project
Creating Activities Using Activity Plans
Creating Project Activities Manually
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
Creating a Status Report for a Project
Attaching a File to a Project
Adding a Note to a Project
Changing the Delivery Status of a Project
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Resource Management
About Resource Management
Scenario for Resource Management
End-User Procedures 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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Time Reporting and Time Sheets
About Time Reporting and Time Sheets
Scenario for Time Reporting and Time Sheets
Administrator Procedures for Time Reporting and Time Sheets
Creating Time Sheet Work Types
Adding or Modifying Available Period Types for Time Sheets
Defining Reporting Relationships
Setting User Approval Limits
About Dynamic Buttons
Changing the Trigger for the Submit To Field for Time Sheets
Activating Workflows for Time Sheets
End-User Procedures for Time Reporting and Time Sheets
Recording Time Worked in the Unassociated Time Sheet Items 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 Unassociated Time Sheet Items 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
About Expense Reporting
Scenario for Expense Reporting
Administrator Procedures for Expense Reporting
Creating Expense Types
Creating Establishments
Associating an Establishment with an Expense Type
Adding or Modifying Available Periods
Defining Reporting Relationships for Expense Reporting
Setting User Approval Limits
About Dynamic Buttons
Changing the Submit To Field Trigger for Expense Reports
Activating Automatic Generation for Expense Reports
Activating Email Notification for Expense Reports
Activating the Update Expense Status Reports
Understanding Currency Exchange Rates
End-User Procedures for Expense Reporting
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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Agreements
About Agreements
Scenario for Agreements
End-User Procedures for Agreements
Creating an Agreement
Adding Line Item Details to an Agreement
Adding Attachments to Agreements
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