Associating People and Accounts with Clinical Projects

You can give employees in Siebel Clinical access to the project and add them to the team workbook.

You can associate contacts with projects through the Contacts view and the Organizational Analysis view. The same contacts appear in the Contacts view and the Organizational Analysis view.

You can associate accounts with projects through the Partners view and the Subcontractors view. Adding accounts to the Subcontractors view allows you to add employees from the subcontracting accounts to the project team workbook. For more information about adding subcontractors, see Siebel Project and Resource Management Administration Guide.

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

Adding Employees to Projects

Complete the procedure in this topic to add employees to a project.

To add employees to a project 

1. Give employees access to a project by adding them to the Access view.

   For more information about providing access to a project, see Siebel Project and Resource Management Administration Guide.

2. Allow end users to assign employees and subcontractors to activities, and allow employees and subcontractors to bill time to the project by adding them to the Team Workbook view.

   If a rate list is set up, then make sure that the Resource field on the Resource Detail form of the Team Workbook view is set for the team members. For more information about the team workbook for project management, see Siebel Project and Resource Management Administration Guide.

Adding Contacts to Projects

Complete the procedure in this topic to add a contact to a project using the Organization Analysis view.

To add a contact to a project 

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

2. In the Project list, drill down on the Name field of the project.

3. Navigate to the Organization Analysis view.

4. From the Organization Analysis drop-down list, select Contacts.

5. In the Contacts list, create a new record and complete the necessary fields.

6. From the Contacts drop-down list, select Organization Analysis.

   An organization chart of the contacts appears. Any employee-manager relationships set in Step 5 are indicated.

Adding Partner Accounts to Projects

Complete the procedure in this topic to add a partner account to a project.

To add a partner account to a project 

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

2. In the Project list, drill down on the Name field of the project.

3. Navigate to the Partners view.

4. In the Partners list, create a new record and complete the necessary fields.

   The Site field is a unique identifier for the site of the account. This field is not related to the sites where you carry out clinical trials.