Using Siebel Tools > Checking Out and Checking In Projects and Objects > Customizing Projects >

Creating New Projects

The projects that come predefined with Siebel CRM include a structure that you can use in a typical development effort. If you find that multiple developers must access the same set of objects simultaneously, then you can create a new project. You can create new projects that group related sets of new objects, or that separate existing objects into more manageable groups. For more information, see About Predefined Objects.

To create new projects

1. Create a plan for the new project:
   1. Create an application development plan that includes a PERT (Program Evaluation and Review Technique) chart that documents dependencies and parallel activities.
   2. Analyze the plan to determine whether or not developers must access objects that reside in the same project at the same time. If they must do this simultaneous access, then create a project plan that groups objects into separate projects.

      You can also enable projects for object checkin or checkout. For more information, see Using Checkout and Checkin

2. Create a new project:
   1. In the Object Explorer, click Project.
   2. In the Projects list, right-click, and then click New Record.
   3. Enter a Name for the project, and then step off the record.
   4. If necessary, create more projects to meet the requirements that you identified in Step 1.

      You cannot use Siebel Tools to delete a project. If you must delete a project, then you must use SQL.

Creating Projects in Server Repositories

This topic describes how to create a project in the server repository.

To create projects in server repositories

1. Create a new project on the server repository.
2. Do a Get of the project to the local repository.

   For more information, see Getting Projects from the Server Repository.

3. Check out the project.
4. Modify the new project in the local repository.
5. To update the server repository, check in the project.