Siebel Clinical Trial Management System Guide > Managing Clinical Projects >

Creating Activities and Tasks for a Project

Activities can be created for 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 create an activity for 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.)

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.

For more information, see about creating activities and tasks for projects management in Siebel Project and Resource Management Administration Guide.

To create an activity for a project using a project activity template

1. Navigate to the Projects screen, then the List view.
2. Drill down on the Name of the project.
3. Click the Activity Plans view tab.
4. In the Activity Plans list, create a new record.
5. 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 created manually in the Activities view.

To create a task and associate activities to it

1. Navigate to the Projects screen, then the List view.
2. Drill down on the Name of the project.
3. Click the Tasks view tab.
4. In the Tasks list, create a new record, and complete the necessary fields.
5. In the Tasks list, drill down on the Name hyperlink.
6. In the Activities list, create a new record, and complete the necessary fields.