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.

• If the task is part of a study-scoped major task and is moved to a location-scoped major task, any values stored at the study scope become the default values for each location.
• If the task is location-scoped, but is moved under a study-scoped major task, ClearTrial warns you that location-specific values and algorithms will be lost.

  ClearTrial uses the defaults as the study-scoped values and algorithms for the moved task.

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. Select a major task, and then click Edit Major Task.
5. From the list of tasks shown at the bottom of the Major Task Details tab, select the user-defined task and click Edit Task.
6. On the Task Details tab, select a different major task from the Major Task drop-down list.
7. Click Save.

   The user-defined task you moved appears in the pane on the left under the new major task.