Importing Plan Data From Budgeting Applications

This task imports plan data from a budgeting application to Siebel Clinical Trial Management System. The Plan Study ID field in Siebel Clinical Trial Management System must be populated with the Study ID from the budgeting application before you can import the plan data. The plan for a study must have a status of Baseline in ClearTrial before you can export it to Siebel Clinical Trial Management System.

To import plan data from a budgeting application  

1. Navigate to the Administration - Clinical screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to import budgeting plan data.

3. Navigate to the integration section of the More Info view.

4. Click Import Study Plan.

   The protocol fields with imported plan data are described in the following table.

   Field	Comments
   Currency Code	Displays the value in the ClearTrial Default Monitoring Currency field of the plan study.
   Planned Start Date	Displays the value in the ClearTrial Project Activity Start Date field of the plan study.
   Planned Budget Amount	Displays the value in the ClearTrial Total Study Costs field of the plan study.
   Planned End Date	Displays the value in the ClearTrial Study End Date field of the plan study.
   Total Contracts Amount	Displays the value in the ClearTrial Total Study Costs field for all the providers. The Total Contracts Amount field is the rolled-up amount from all of the contract views for sites that show the total payments to make. The data is rolled up from the sites to the region, then to the protocol, and then to the program.