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Monitoring Project Costs (End User)


The Cost view provides the end user with a valuable summary of all costs associated with a particular project and protocol.

The cost items are displayed in three lists:

  • Project Activities. Displays those activities from the Activities view where the Cost field is selected.
  • Project Tasks. Displays those tasks from the Tasks view where the Cost field for the task is selected. The actual cost and budgeted cost for a task are determined by summing the costs of the activities contained in the task.
  • Clinical Payments. Displays payments made to the sites associated with the protocol. These payment amounts are rolled up into the actual cost field in the Project form.

End users cannot create, modify, or delete records in this view.

NOTE:  All costs in this view are in the default currency set for the project.

To view costs associated with a project

  1. Navigate to the Projects screen > List view.
  2. Drill down on the Name of the project.
  3. Click the Costs view tab.
  4. Click a hyperlink in the Clinical Payments or Project Tasks list to see the activities associated with a cost item.
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