As you learn more details or want to try different or more precise assumptions, you can update a plan to learn the impact of the changes. If the plan was created in Quick Mode or Basic Mode, you can switch to Advanced or Expert Mode to change more granular assumptions or customize the work breakdown structure.

You may also want to update a plan in response to collaboration with a CRO (or Sponsor if you work for a CRO), especially during the RFP/Bid process if you are also using ClearTrial to generate RFPs and import/compare Bids.

If you want to maintain a forecast/scenario to compare against your changes, make a copy of the plan and edit the copy instead.

ClearTrial offers extensive flexibility and configurability to tailor a plan to your organization's work breakdown structure, business processes, and the unique characteristics of individual trials.

• Edit a Plan
  
• What is the Cost Model?
  
• Change the Cost Model for a Plan
  
• Compare Plans
  
• Create User-defined Indirect Costs
  
• User-defined Resources
  
• Add Custom Fields to a Plan (Enterprise Edition)
  
• Task Manager (Enterprise Edition)
  
• Define Custom Algorithms
  
• Define Scripted Algorithms
  
• Configure List Screens Display
  
• Filter Items with User-defined Filters