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Siebel Life Sciences Guide > Managing Clinical Projects > Administrator Procedures >

Setting Up Position Types and Rate Lists for Billing

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If project team members are to bill their time to the project through the Team Workbook view, position types and rate lists should be set.

Position types, such as consultant, are set up as products and flagged as resources. Lists of hourly rates for the position types are then set up. When the rate list is applied to the project, the hourly rates for the team members are automatically supplied in the team workbook.

For more information about position types and rate lists for Professional Services, see Applications Administration Guide.

To add position types as products

From the application-level menu, choose View > Site Map > Product Administration.
In the Products list, add a record, and complete the necessary fields.

Some of the fields in a Products record are described in the following table.

Field	Comments
Product	A product (resource) name, for example, Consultant.
Project Resource	Check this field.

To create a rate list

From the application-level menu, choose View > Site Map > Pricing Administration > Rate Lists.
In the Rate Lists list, add a record, and complete the necessary fields.
In the Rate Lists list, drill down on the Rate List hyperlink.
In the Rate List Line Items list, add a record.
In the Add Position Types dialog box, select the Position Type and click OK.

This list of resources has been created as a product.

In the Rate List Line Items list, complete the remaining fields.

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