Bookshelf v7.5: About the Projects Screen

There are many views in the Projects screen for the standard Siebel eClinical application. Many implementations may choose to use only a subset of these views. Refer to Table 15 for a brief description of each of the views that are available in the Projects screen.

Table 15. Views in the Projects Screen
View	Comments
Access	Use this view to provide project visibility. Add the names of the project team members and also managers or executives who want visibility to monitor the progress of the project. The Access view has a similar function to the Team field in other screens.
Activities	This view lists activities associated with the project. Activities in this view may have been created manually or by project activity templates. Activities belonging to tasks do not appear in this view. Depending on the mapping template used, activities may be tasks and summary tasks imported from Microsoft Project.
Activity Plans	Use this view to generate activities from project activity templates. Additional activities can be added manually to the activities already associated with an activity plan.
Agreements	Use this view to create and store subcontractor agreements. See the Project Contact Management chapter in Siebel Professional Services Automation Guide.
Attachments	Attach project documents in this view. For general information about attachments, see Fundamentals.
Calendar	This view shows a monthly calendar of the activities associated with the project. Activities belonging to tasks and standalone activities appear in this view. For general information about the calendar views, see Fundamentals.
Charts	Various analysis charts for backlog, cost, fees, revenue, and type can be plotted from this view.
Contacts	Use this view to maintain a list of contacts associated with the project. Enter names of employees in subcontracting or partner organizations.
Costs	This view shows budgeted and actual costs for the project: including costs associated with standalone activities and with tasks, and payments made to the sites or investigators for subject activities.
Clinical Contacts	Use this view instead of the Contacts and the Subcontractors views. The view contains two lists: one for contacts and one for accounts. Contacts entered in this view do not appear in the Organizational Analysis view.
Financial Profile	Use this view to gain an overall perspective of a project's financial information, status, and progress. Use this view to change the Delivery status for the project (green, yellow or red). For more information, see Siebel Professional Services Automation Guide.
Invoices	Use this view to create invoices for time and expenses logged against a project. For more information, see Siebel Professional Services Automation Guide.
Notes	Use this view to keep private and public notes about the project. For general information about the Notes view, see Fundamentals.
Orders	Use this view to create a product or material order and associate it with the project. For more information, see Siebel Professional Services Automation Guide.
Organizational Analysis	This view displays an organizational chart of contacts, showing the relationships between them.
Partners	Use this view to maintain a list of partner accounts associated with the project. Use this view to keep a list of accounts associated with the project, such as vendors who handle printing of the clinical trial materials or the shipping of sample drugs. Because the Partners, Subcontractors, and Clinical Contacts views contain account information, depending on your business process, you may use one or more of these views to keep track of accounts associated with project.
Plan Integration	Use this view to exchange data between the Siebel eClinical project and Microsoft Project. For more information, see about Microsoft Project integration in Siebel Professional Services Automation Guide.
Revenues	Use this view to associate multiple types of revenue with a project and to chart revenues. For more information, see Siebel Professional Services Automation Guide.
Risks	Use this view to maintain a list of the risks associated with the project and resolution activities required to address those risks.
Service Requests	Use this view to create a service request and associate it with the project. For more information, see Siebel Professional Services Automation Guide.
Status Report	Use this view to create a status report summarizing the project's progress, forecast, and issues. For more information, see Siebel Professional Services Automation Guide.
Subcontractors	Use this view to keep a list of subcontractors associated with the project. (Also see Clinical Contacts and Partners in this table.)
Task	Use this view to create and modify tasks for the project. Depending on the mapping template used, tasks may be tasks and summary tasks imported from Microsoft Project.
Team Workbook	Use this view to assign team members to roles in the project. This can be done manually or it can be done automatically using Siebel Assignment Manager. Team members must be listed in the workbook before they can be assigned to activities.
Time & Expense	Use this view to adjust and summarize time sheets and expense reports associated with the project. For more information, see about time sheets and expense reporting in Siebel Professional Services Automation Guide.