1. User Guide
  2. Create and Edit Major Tasks with the Task Manager

4 Create and Edit Major Tasks with the Task Manager

The ClearTrial Task Manager provides the ability to add major tasks, subtasks, resources, and associated algorithms to the ClearTrial Work Breakdown Structure (WBS) or to delete major tasks and subtasks from the ClearTrial WBS.

Note:

These changes apply to a specific plan. To share an updated WBS with many plans, create a template. Plans created from a user-defined template inherit the changes made to the template prior to the creation of a plan.

Enterprise-licensed users can launch the Task Manager from the Labor tab of a plan by clicking New Major Task or Edit Major Task.

Prerequisites

  • You must work in Advanced or Expert mode. Task Manager options are not visible in Quick or Basic mode.
  • You must be assigned one of these two roles:
    • WBS Editor: You can add and edit WBS elements in your own plans. Assigned ClearTrial power users automatically have this set of permissions by default.
    • WBS Manager: You can add and edit WBS elements in any plan. Assigned ClearTrial clinical administrators automatically have this set of permissions by default.

Task Manager actions

  • Search for major tasks and subtasks
  • Quickly move between major tasks, subtasks, and resources by leveraging the tree-grid structure.
  • Create plan-specific, user-defined major tasks and subtasks.
  • Edit and delete major tasks and/or subtasks or their properties (code, description, assignment group, summary group, sort order, etc.).
  • Add, edit, or delete resources from tasks.
  • Supply an algorithm, override, or adjust unit hours, rates, department, or GL code for each task or resource.
  • Manage inclusion/exclusion and the billing rate location for tasks (task assignments).
  • Apply floating adjustments for the number of units at the major task level and for hours at the resource level.
  • Plan user-defined tasks before the Project Activity Start Date and after the Final Report Date (Final CSR).

Where tasks appear in ClearTrial

  • Task groups—Tasks are grouped together because they are commonly assigned as a group, most often to the sponsor or a provider.

    Task groups appear throughout ClearTrial in the Responsibilities sections to specify whether to outsource the task and to whom. Task groups also appear on the Assignment tab, where you can adjust the tasks by group or individually.

  • Summary groups—Fees, hours, and FTEs associated with the summary group or functional area are "rolled" up together on the Summary tab and Summary report.
  • Department—Tasks are indirectly grouped by department, according to the department to which one or more of the tasks belong. Each resource is associated with a specific department, but you can also associate the same resource with a different department when performing specific tasks.
  • Assignments—Each task can be assigned to a single provider. Location-scoped tasks perform differently in each trail location, allowing you to exclude tasks from selected locations.
  • Move a User-defined Task from One Major Task to Another
    Moving a user-defined task from one major task to another allows you to apply a different unit of measure, distribution, and start and end dates without recreating the task, its assignments, and its resources and their algorithms.
  • Rename or Reorder Major Tasks
    Within your plan, you can override the name and description of each ClearTrial-defined major task and specify the order in which it appears in the Task Manager tree and on reports.
  • Copy a Major Task
    You can copy user-defined major tasks, including their associated subtasks and resources. However, the name of the copied task must be unique within the plan.
  • Reorder Major Tasks from the Labor Tab
    The ClearTrial-defined major tasks appear in the order in which they are typically performed in a trial. You can control the order in which they are displayed on the Labor tab.
  • Adjust Hours, Fees, or Units Distribution
  • Copy a Task
    Copying a user-defined task (subtask) allows you to change time and budget cycles without losing your original plan's forecast and enables your organization to collect historical data to determine key metrics for planning better next time.
  • 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.
  • Rename or Reorder Tasks
    Within your plan, you can edit the name and description of each Task and specify where it appears in reports and in the Task Manager tree.
  • Delete ClearTrial-defined Major Tasks or Tasks
    To exclude ClearTrial-defined major tasks or subtasks from the specific trial you are planning, you can delete them.