Choose Assignment and Summary Groups for Tasks

You can move tasks from one summary group to another to match your organization's hierarchy. The ClearTrial-defined summary groups appear on the Plan Summary tab and include the tasks assigned per summary group.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the plan, and then click Edit.
3. On the Edit Plan screen, select the Labor tab.
4. On the Labor tab, select a major task and click Edit Major Task.
5. On the Major Tasks Details tab for the selected major task, select a task and click Edit Task.

   Note:

   The Major Task Details tab shows the assignment group and summary category for each task.
6. To change the assignment group, from the Assignment Group drop-down list select a different assignment group. Assignment groups are represented by radio buttons in the Responsibilities section of various tabs and as drop-down lists on the Assignment tab.

   Tasks are grouped by assignment groups only for the purposes of easier assignments or exclusions. Tasks are otherwise grouped by major task for the purposes of calculated effort.

7. Change the summary category by selecting a different category from the Summary Category drop-down list.

   Summary categories determine how the hours and fees are summarized ("rolled up") and displayed on the Summary tab of your plan and Plan Summary report. Tasks are otherwise grouped by major task for the purpose of calculated effort.

8. Click Save.