Creating Activities and Tasks for Clinical Projects

You can create activities for the project in the following ways:

• Enter activities in the Activities view.

• Generate activities in the Activity Plans view by applying an activity template to projects.

• Manually enter activities in the Activity Plans view. These activities must be associated with an activity plan that is based on a template.

• Create a task in the Task view and associate activities with the task.

A task is a container for activities. Activities associated with tasks are different from regular standalone activities. Activity templates for projects cannot generate activities that belong to tasks. You can only manually create these activities from within the Project Task Activity view. You cannot add a standalone activity to a task, nor can you disassociate an activity for a task from the task. For more information about creating activities and tasks for project management, see Siebel Project and Resource Management Administration Guide.

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

Creating Activities for Projects

Complete the procedure in this topic to create an activity for a project using an activity template.

Note: You can also manually create activities in the Activities view.

To create an activity for 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 Activity Plans view.

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.

Creating Tasks and Associated Activities

Complete the procedure in this topic to create a task and associated activities.

To create a task and associated activities 

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 Tasks view.

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

5. In the Tasks list, drill down on the Name field.

6. In the Activities list, create a new record and complete the necessary fields.