Creating Clinical Projects

You can create a project record and associate a protocol with the project.

Note: It is recommended that you associate a protocol with only one project. However, you are not prevented from associating a protocol with multiple projects. In this case, costs associated with payments to sites are rolled up to each project.

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

To create a clinical project 

1. Navigate to the Projects screen, then the List view.

2. In the Project list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Project ID	Type a unique identification number for the project.
   Account	Select the account for the project. For example, select the name of the pharmaceutical company for which you carry out the project.
   Start	Select the start date and time for the project.
   End	Select the end date and time for the project.
   Protocol #	Select the protocol for the project. All available protocols are available for selection from the Pick Protocol dialog box. The project creator does not have to be a member of the protocol team.
   Actual Cost	Displays the actual cost of the project. This field is calculated by summing the actual costs of all the tasks, activities, and site payments associated with the project.
   Revenue	Type the total revenue for the project. Click the currency calculator button for this field to enter the amount of revenue, the currency, and the exchange date for the currency.
   Budgeted Cost	Displays the budgeted cost of the project. This field is calculated by summing the budgeted costs of all the tasks, activities, and site payments associated with the project.

   
   

3. Drill down on the Name field of the project, and navigate to the More Info view to add more information.

   Some field are described in the following table.

   Field	Comments
   Rate List	Select the rate list for the project if a rate list is set up for the project team members. Click the show more button if this field is not visible. For more information, see "Setting Up Position Types and Rate Lists for Billing".
   Description	Type a description of the project.