About Views in the Projects Screen

Many views are available in the Projects screen of the Siebel Clinical. You can choose to use only some of these views. Table 10-1 describes the views that are available in the Projects screen.

Table 10-1 Views in the Projects Screen

View	Comments
Access	Use this view to provide project access. Add the names of the project team members and also managers or executives who want access to monitor the progress of the project. The Access view has a similar function to the Team field in other screens.
Activities	Use this view to manage activities associated with the project. You might manually create activities in this view, or activity templates for projects might create these activities. Activities belonging to tasks do not appear in this view.
Activity Plans	Use this view to generate activities from activity templates for projects. You can manually add more activities to the activities already associated with an activity plan.
Attachments	Use this view to attach project documents. For general information about attachments, see Siebel Fundamentals.
Calendar	Use this view to manage 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. You can change the Delivery status for the project. For more information, see Siebel Project and Resource Management Administration Guide.
Invoices	Use this view to create invoices for time and expenses that apply to 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, 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	Use this view to see an organizational chart of contacts that shows the relationships between them.
Partners	Use this view to maintain a list of partner accounts associated with the project. You can keep a list of accounts associated with the project, such as vendors who handle printing of the clinical trial materials or shipping of sample drugs. Because the views for Partners, Subcontractors, and Clinical Contacts contain account information, 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. You can manually assign team members, or Siebel Assignment Manager can automatically assign them. Team members must be listed in the workbook before you can assign them 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.