Table 10. Views in the Projects Screen
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Access |
Use this view to provide project access. 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 might have been created manually or by activity templates for projects. Activities belonging to tasks do not appear in this view. |
Activity Plans |
Use this view to generate activities from activity templates for projects. Additional activities can be added manually to the activities already associated with an activity plan. |
Attachments |
Attach project documents in this view. For general information about attachments, see Siebel 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 Siebel Fundamentals. |
Contacts |
Use this view to maintain a list of contacts associated with the project. Enter names of employees in subcontracting or partner organizations. |
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 Project and Resource Management Administration Guide. |
Invoices |
Use this view to create invoices for time and expenses logged against a project. For more information, see Siebel Project and Resource Management Administration Guide. |
Notes |
Use this view to keep private and public notes about the project. For general information about the Notes view, see Siebel Fundamentals. |
Orders |
Use this view to create a product or material order and associate it with the project. For more information, see Siebel Project and Resource Management Administration 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 views for Partners, Subcontractors, and Clinical Contacts contain account information, depending on your business process, you can use one or more of these views to keep track of accounts associated with a project. |
Risks |
Use this view to maintain a list of the risks associated with the project and resolution activities required to address those risks. |
Status Report |
Use this view to create a status report summarizing the project's progress, forecast, and issues. For more information, see Siebel Project and Resource Management Administration Guide. |
Subcontractors |
Use this view to keep a list of subcontractors associated with the project. For more information, see the description of the Partners field. |
Tasks |
Use this view to create and modify tasks for the 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 about time sheets and expense reporting, see Siebel Project and Resource Management Administration Guide. |