New Project Sheet

To create a new project, the user will click the “New” button.

The system shows the project creation screen, where the user has to complete the New Project data:

                    * Protocol - Mandatory

                    * Study Name

                    * Project Code - Mandatory

                    * Sponsor - Mandatory

                    * Startup Date and Estimated End Date

                    * SFID (Salesforce Identifier)

                    * Regional Head 1

                    * Regional Head 2

                    * Project Type (IP - CTM/Non-IP - CMP) - Mandatory

                    * Storage Conditions

                    * Distribution Terms

                    * Shipping Order Request Type

                    * Name of Shipping Order Request System

The Project Number is generated automatically when the user clicks the “Save” button.

A project can have three statuses:

•          “Start Up”: The initial status of the Project.

•          “Active”: Once the user executes the first operation of reception the project changes to “Active” automatically.

•          “Closed”: A Project can be closed by a user provided that the associated Subprojects have been closed before. The closing date is generated automatically when the Project is closed by the user.

A Marken Internal Project Code must be unique and issued for each project, and is generated from the country in which the project is signed and won.
 

This number is issued in the format of CCC-YY-SN, where
CCC stands for a 3-letter regional code suffix,
YY for year of issue, and
SN the next available sequential number (see menu System / Security / User data / Access Permissions). 
According to the region from where the study is managed CCC is:

EUR-Europe     
LAT-Latin America    
SIN-Singapore  
USA-North America

The Project Manager can identify the last used project number for applicable region under System>Security>System User. Then select and open the own account and click on 'Add Permissions' button.

Under 'Project Code' enter applicable region, click on 'Search' and click on 'Project' grid header to ensure it is latest number is shown on the top.

A pop-up text message will be displayed when scrolling over the 'Project Code' field in order to remind the user about the above Project Code format.

The user has to indicate if the Project relates to IP products, CTM/Non-IP or CMP products or Both (See Glossary).

In the Storage Conditions box the user has to indicate the project storage conditions, which will be applicable to the products added to each subproject associated to the Project; the values can be Uncontrolled, between 2-8.C, 15-25 C, -20C, -70C, -80C or <-150C, -70C, -60, -50C, -40C, -30C.

Distribution Terms: the user has to indicate the project distribution conditions, which will be applicable to the products added to each subproject associated to the project; the values can be Uncontrolled, between 2-8.C, 15-25 C, -20C, -70C, -80C or <-150C, -70C, -60, -50C, -40C, -30C.

Shipping Order Request Type: this setting orders request type is “Manual” or “System”. Select 'System' if despatch requests will come from an IVR/IWR system.

Name of Shipping Order Request System: an authorised user (Administrator) can select the appropriate IVR/IWR system from the drop down list.

After entering the data, the user has to click Save to save the data entered. The system displays a message of successful operation and goes back to the previous screen.

If the user clicks the Cancel button, the system ignores the data entered and goes back to the previous screen.

Once the Project is saved, the buttons to Add supply, Add associated documents, Add activities, New subproject will be enabled.