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

Creating a Project Activity Template

Activities can be created both within (Siebel) Projects screen and within Microsoft Project. If the study managers are primarily entering activities through the Projects screen, then creating project activity templates will be advantageous. If study managers are primary importing activities from Microsoft Project file, then project activity templates need not be created.

Typically, the administrator prepares a number of project templates, perhaps each designed for a different stage in the life of a study.

The project is an activity template of type "Project." Other activity templates used in Siebel eClinical are subject visit templates (Defining a Subject Visit Template), clinical site templates (Creating a Clinical Protocol Site Template), trip report templates (Creating a Trip Report Template), and contact assessment templates (Creating an Assessment Template).

To create a project activity template

  1. From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
  2. In the Activity Templates list, add a record, and complete the necessary fields.

    3. Some of the fields in an Activity Templates record are described in the following table.

    Field
    Comments
    Auto Trigger, Public, Sales Method, Sales Stage
    Typically, these fields are not used in a project activity template.
    Protocol Title
    This field is optional. A project activity template can be applied to any project, regardless of the protocol associated with the project.
    Type
    Must be Project.

  3. Click the Activity Template Details view tab.
  4. In the Activity Template Details list, add a record, and complete the necessary fields to describe an activity or milestone for the project.

    5. Some of the fields in a Activity Template Details record are described in the following table.

    Field
    Comments
    Activity
    The value of this field determines the values available in the Type field.
    The choices in this drop-down list are configured by using the TODO_TYPE type in the List Values.
    Budgeted Cost
    Enter the budget for the activity.
    Cost
    If this field is selected, the Cost field will be editable in the generated activity. If the Cost flag is not selected, then any value in the Cost field in the generated activity is read-only.
    Cost Estimate
    This field is usually left blank.
    A value entered here appears in the Actual Cost field of the generated activity.
    Lead
    The lead time plus the planned start date of the activity plan determine the planned start date of the activity.
    Priority
    Use this field to set a priority ranking, such as 2-High, for the activity.
    Status
    Leave this field blank, or set it to a value such as planned, not started, or auto-created.
    The choices in this drop-down list are configured by using the EVENT_STATUS type in the List of Values.
    Type
    The choices in this drop-down list are configured by using the TODO_TYPE type in the List of Values and setting the Parent LIC to the activity type.
    Units
    Units for lead time.

  5. Add a record for each activity that you want to appear in the template.

 Siebel Life Sciences Guide 
 Published: 18 April 2003