Siebel Life Sciences Guide > Managing Clinical Projects >

Associating People and Accounts with Projects (End User)

Employees. Employees in Siebel Clinical can be given access to the project and added to the team workbook.

Contacts. Contacts can be associated with projects through the Contacts view and the Organizational Analysis view. The same contacts appear in the Contacts view and the Organizational Analysis view.

Accounts. Accounts can be associated with projects through the Partners view and the Subcontractors view. Adding accounts to the Subcontractors view allows you to add employees from the subcontracting accounts to the project's team workbook. (For more information about adding subcontractors, see Siebel Professional Services Automation Guide.)

To add employees to a project

1. Give employees visibility to a project by adding them to the Access view.

   For more information about providing access to a project, see Siebel Professional Services Automation Guide.

2. Allow employees and subcontractors to be assigned to activities and to bill time to the project by adding them to the Team Workbook view.

   If a rate list has been set up, make sure that the Resource field on the Resource Detail form of the Team Workbook view is set for the team members.

   For more information about the team workbook for projects management, see Siebel Professional Services Automation Guide.

To add a contact to a project using the Organization Analysis view

1. Navigate to the Projects screen > List view.
2. Drill down on the Name of a project.
3. Click the Organization Analysis view tab.
4. From the Organization Analysis drop-down list, select Contacts.
5. In the Contacts list, create a new record and complete the necessary fields.
6. From the Contacts drop-down list, select Organization Analysis.

   An organization chart of the contacts appears. Any employee-manager relationships set in Step 5 are indicated.

To add a partner account to a project

1. Navigate to the Projects screen > List view.
2. Drill down on the Name of a project.
3. Click the Partners view tab.
4. In the Partners list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Site	This is the account site, a unique identifier for the account. It is not related to the sites where clinical trials are carried out.