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Process of Managing Clinical Projects

This section details sample tasks often performed by administrators and end users when managing clinical projects. Your company may follow a different process according to its business requirements.

Administrator Tasks

The following list shows tasks administrators typically perform to manage clinical projects. The procedures that an administrator needs to carry out in support of projects depends upon which features of the Projects will be used by the organization. You may not need to perform all the procedures listed here. These tasks must occur before the project manager creates the project:

• Creating a Project Activity Template. These templates are used by many project managers carrying out similar clinical trials.
• About Setting Up Employee Profiles. Maintain the employee profiles of skills and competencies that are used by Siebel Assignment Manager.
• Setting Up Position Types and Rate Lists for Billing. The position types and rate lists are required to allow subcontractors (and employees) to bill the project for their time.
• Mapping Siebel Project Fields to Microsoft Project Fields.

End-User Procedures

These tasks can be performed only after the administrator has completed the required preparatory work described in the preceding sections. These tasks may be carried out according to your company's business needs:

• Creating a Project (End User).
• Associating People and Accounts with Projects (End User). Give employees access to the project; add contacts and accounts to the project's team workbook.
• Creating Activities and Tasks for a Project (End User).
• Monitoring Project Costs (End User).
• Managing Risk (End User). Document project risks and resolution activities.
• Exchanging Project Data with Microsoft Project (End User). For example, export project data to an MS Project file.