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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 primarily 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 Clinical 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 Contact and Account Assessment Templates).

To create a project activity template

• Create an activity template of type Project.

  The Protocol Type field is optional: a project activity template can be applied to any project, regardless of the protocol associated with the project.

  In the Activity Template Details list, create records to describe activities and milestones for the project.

  For information about how to create activity templates, see Siebel Applications Administration Guide.