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Siebel Life Sciences Guide > Managing Clinical Projects > End-User Procedures >

Adding Activities and Tasks to a Project

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Activities can be added to the project in a variety of ways:

Enter activities in the Activities view.
Generate activities in the Activity Plan view by applying a project activity template. (See To add an activity to a project using a project activity template.)
Enter activities manually in the Activity Plan view. These activities must be associated with an activity plan based on a template.
Create a task in the Task view and associate activities with the task. (See To create a task and associate activities to it.)
Import activities from a Microsoft Project file (See About Exchanging Project Data with Microsoft Project.)

A task is a container for activities. Activities associated with tasks are different from regular standalone activities. Activities that belong to tasks cannot be generated by project activity templates. They can only be created manually from within the Project Task Activity view. A standalone activity cannot be added to a task, nor can a task activity be disassociated from the task.

Activities imported from Microsoft Project can be either standalone activities or task activities, depending upon how the mapping template has been set up.

For more information, see about creating activities and tasks for projects management in Siebel Professional Services Automation Guide.

To add an activity to a project using a project activity template

Navigate to the Projects screen.
In the Projects list, select the project with which the activities will be associated.
Click the Activity Plans view tab.
In the Activity Plans list, add a record.
In the Template field, select a template from the drop-down list.

The activities associated with the activity plan appear in the Activities list subview.

NOTE:  Activities can also be added manually to the Activities view.

To create a task and associate activities to it

Navigate to the Projects screen.
In the Projects list, select the project with which the tasks will be associated.
Click the Tasks view tab.
In the Tasks list, add a record, and complete the necessary fields.
In the Tasks list, drill down on the Name hyperlink.
In the Activities list, add a record, and complete the necessary fields.

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