6 Portfolios

ClearTrial allows you to group several plans together by study, product, phase, or indication with the Portfolio feature. Portfolios provide aggregate forecasts, such as monthly budget, monthly resource demand, and time lines across multiple plans. They also allow you to see the effect of adjusting start and end dates.

6.1 Working with Portfolios

Portfolios can be created and edited from the Plan List Screen or the Portfolio List Screen. In addition, you can view which portfolios a plan belongs to from the Overview Tab while editing a plan in Advanced or Expert Edit Mode.

The Plan List Screen allows you to select plans from the list and add them to an existing portfolio, or create a new portfolio, with the “Other Actions” button.

The Portfolio List Screen is accessed by selecting Portfolios from the Edit drop-down menu. This screen displays the currently defined portfolios and provides the ability to create, edit, delete, restore, and copy portfolios.

6.1.1 Roles

To work with portfolios, you must have either the Power User or Clinical Administrator Role. Users without these roles cannot edit other users' portfolios. These are additional roles that can be granted by your System Administrator.

6.1.2 Creating Portfolios

Portfolios can be created from the Plan List Screen.

To create a portfolio:

1. Navigate the Plan List Screen.

2. Choose one or more plans and select “Add to Portfolio(s)” from the Other Actions menu.

3. From the “Add Plans to Portfolio(s)” dialog box, you can select plans to add to an existing portfolio or create a new one. To create a new portfolio, select “Also create a new portfolio and add the selected plans to it” to enable the create New Portfolio fields.

4. Click OK to view an updated portfolio list.

Portfolios can also be created from the Portfolio List Screen.

To create a portfolio:

1. Navigate the Portfolio List Screen.

2. Click the New button.

3. On the Overview Tab, enter a portfolio name, description, and currency options. Click Next.

4. On the Plans Tab, click the Add Plans button to view the Choose Plans dialog screen. Select one or more plans to include in the portfolio. Click OK.

   If you need to remove plans from the portfolio, select them from the list and click the Remove Plans button. If you want to exclude plan(s) from the portfolio, but do not want to remove them, you can use the Include and Exclude buttons.

5. On the Refine Tab, you can choose to include or exclude plans from the portfolio and view a summary of the costs. You can also adjust the Start and End dates for the portfolio. Click next.

6. The Reports Tab allows you to view, export, and print reports for your portfolio. These reports include:

   • Portfolio Milestone Timeline Chart

   • Portfolio Summary

   • Fees by Major Task

   • Monthly Budget

   • Resource Demand Summary

   • Resource Demand by Date

   • Resource Demand Chart

6.1.3 Editing Portfolios

Portfolios can be edited from the Portfolio List Screen.

To edit a portfolio:

1. Navigate the Portfolio List Screen.

2. Select Portfolios from the Edit menu to view the portfolio list.

3. Select the portfolio(s) from the list that you need to edit and click the Edit button to view the Edit Portfolio Screen. Make changes as needed and click Save.

6.1.4 Deleting Portfolios

Portfolios can be deleted from the Portfolio List Screen.

To delete a portfolio:

1. Navigate the Portfolio List Screen.

2. Select one or more portfolios from the list and click the Delete button.

6.1.5 Copying Portfolios

Portfolios can be copied from the Portfolio List Screen.

To copy a portfolio:

1. Navigate the Portfolio List Screen.

2. Select a portfolio to copy and click the Copy button. Enter a name for the portfolio and click OK to view the Edit Portfolio Screen.