Advisor Projects in a Team Environment

The Siebel environment allows you to work on your projects in a team environment. It provides a central repository for your project data, as well as distributed Web access to your projects. It also provides other Siebel views in which different individuals or groups can maintain price lists and product information.

Additionally, Advisor provides the following features to support working on projects in a team environment:

• Controlling view access

• Controlling team access

• Locking pagesets

• Recording Version Number

View Access

Use the Responsibilities view in Siebel Application Administration to set the visibility to the Advisor views, such as the Table Editor views. Visibility is based on the logged on user's ID (by associating the logon ID with a particular responsibility). This allows you to control what a user can do through the Advisor user interface.

For more information on setting up view access, see Siebel Security Guide.

Team Access

Use Advisor to set up the Pageset Team and Project Team groups so that, based on the logged on user's primary position, you can control what projects and pagesets appear in My Projects and My Pagesets.

When you create a project or pageset, you become the owner of the project or pageset and your position becomes the primary position on the team. You can give other people access to a project or pageset by adding them to the team.

To avoid problems with concurrent updates to projects, you must lock a pageset before editing it. Only the user who locked the pageset has permission to make edits. For more information see "To lock a pageset".

To add users to an Advisor pageset team

1. Navigate to Administration - Product, then Advisor Pagesets and My Pagesets.

2. Select a pageset.

3. Click the Pageset Team button on the More Info tab.

4. In the picklist, select the employees you want to add to the team.

   The pageset will appear to all members of the team when they select My Pagesets, and they will be able to modify the pageset.

To add users to an Advisor project team

1. Navigate to Administration - Product, then Advisor Projects and My Projects.

2. Select a project.

3. Click the Project Team button on the More Info tab.

4. In the picklist, select the employees you want to add to the team.

   The project will appear to all members of the team when they select My Projects, and they will be able to modify the project.

Recording the Release Number

Each time you deploy a project, an incremental release number is created. Record this number to track your versions of a project.

To view a project release number

1. Navigate to Administration - Product, then Advisor Projects.

2. From the Show drop-down list, select My Projects.

   In the Projects tab, the Release Number column displays the version number for a project.