Creating Activity Templates for Clinical Projects

You can create activities in the Projects screen. If the study managers primarily enter activities in the Projects screen, then creating activity templates for projects is advantageous.

To create an activity template for projects, you create an activity template with a Project type. The Protocol Type field is optional because you can apply the activity template to any project, regardless of the protocol associated with the project. In the Activity Template Details list, create records to describe activities and milestones for the project. For information about how to create activity templates, see Siebel Applications Administration Guide.

This task is a step in "Process of Managing Clinical Projects".