Siebel Life Sciences Guide > Managing Clinical Projects > End-User Procedures >

Creating a Project

The first step is to create the project record and to associate a protocol with the project.

NOTE:  It is recommended that only one project be associated with a protocol. However, the application does not prevent the association of a protocol to multiple projects. In this case, costs associated with payments to sites are rolled up to each project.

To create a project

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select My Projects.
  3. In the Projects list, add a record.
    1. Enter the Start date and End date for the project.
    2. Associate a protocol with the project.
    3. Complete the remaining fields as necessary.

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

      Field
      Comments
      Account
      For example, enter the name of the pharmaceutical company for whom this project is being carried out.
      Actual Cost
      This field is calculated by summing the actual costs of all the tasks, activities, and site payments associated with the project.
      Budgeted Cost
      This field is calculated by summing the budgeted costs of all the tasks, activities, and site payments associated with the project.
      Currency
      This field displays the currency in which all costs are evaluated.
      Project #
      A unique identification number for the project.
      Protocol #
      All protocols in the database can be selected from this drop-down menu. The creator of the project is not required to be a member of the protocol team.
      Rate List
      If a rate list has been set up for the project team members, enter it in this field. Use the more button if this field is not visible. (See Setting Up Position Types and Rate Lists for Billing.)


 Siebel Life Sciences Guide 
 Published: 18 April 2003