Working Together on the Project (Initiating and Invitee Partners)

All of the partner employees who have been added to the project can use the Siebel PRM Portal to view information about the project, such as the project summary, and to add information to the project, such as activities, contacts, invoices, notes, risks, service requests, status reports, tasks, and other information.

Any partner employee who is on the project can see the information that the other partners have added.

To add or view information about the project

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

2. The partner drills down on the name of the project.

3. The partner navigates to the appropriate views to add or view information about the project.