Siebel Life Sciences Guide > Managing Clinical Projects >

Creating a Project (End User)

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 > List view.
2. In the Projects list, create a new 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.

      Some fields 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.
      Revenue	The total Revenue for the project. Click the select button for this field to enter the amount of revenue, the currency, and the exchange date for the currency.
      Project ID	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.)