1. Partner Relationship Management Administration Guide
  2. Creating a New Project (Initiating Partner)

Creating a New Project (Initiating Partner)

In the example used in this scenario, a partner company that specializes in implementation has won a contract to deploy the brand owner’s software. This partner uses the Siebel PRM Portal to create a project, which it can use to work with the brand owners and with other partners.

To create a project

  1. In the Siebel PRM Portal, the partner navigates to the Projects screen.

  2. In the Projects list, the partner adds a new record.

  3. The partner confirms that its own organization has been added to the project by making sure that it is listed in the Organization field of the new project record.

  4. In the new project record, the partner fills out the fields with information about the project, such as project description, time lines, budget, and key contacts.