16 Reforecasting

Reforecasting a Plan

Any plan can be reforecasted. Reforecasting enables users to model one or more multiple assumption changes, with the impact being applied from a chosen point in time.

All sequential reforecasting events can be captured as the project progresses, allowing the user to see the updated planned value of a trial and to take into account the assumption changes that have occurred or are planned to occur.

Reforecasting looks at tasks that are distributed over time and at the date the user specifies, freezes the planned activity at that date. This allows the user to then modify the remaining distribution based on changes that they make to the drivers.

Generate a Reforecast

To reforecast a plan:

1. From the Plan List Screen, select the plan to be reforecasted.

2. Click the Other Actions button and choose Create Reforecast from the drop down menu.

3. Enter a name for the reforecasted plan and select a reforecast date. Click Ok.

4. Make any necessary edits to the plan and click save.

Setting the Reforecasted Plan as the Baseline

After a plan has been reforecasted and adjusted, it can be set as the baseline plan if the plan needs to be tracked. However, when a reforecasted plan is set as the baseline plan, it is locked and can no longer be edited in the Oracle Health Sciences ClearTrial Plan and Source Cloud Service module.

To set a reforecasted plan as the baseline plan:

1. Navigate to the Plan List Screen and select your reforecasted plan.

2. Click the Other Actions... button and choose Set as Baseline from the drop down list.

   A warning message is displayed, informing you that setting this plan as the new baseline will allow you to track against the changes to the operational plan reflected in the reforecast. Once the plan is baselined, it is locked and can no longer be edited.

3. Click Ok.

4. Go the Study List Screen and select your study.

5. Click the Track button and choose Enter Actuals to begin tracking.