3 Track Screen and Dialog Box Field Descriptions

This chapter provides help descriptions for fields throughout the ClearTrial Track module.

Costs Tab Fields

Table 3-1 Costs Tab Fields

Field	Description	Notes
Service Provider	Service provider who is completing work on the study.
Location	Location in which you are tracking costs for the selected service provider.	The available locations are derived from the baseline plan being tracked.
Columns
Cost	Assigned costs in a study.	The assigned costs are from the Costs tab of the baseline plan.
Month	Month in which you are tracking costs.
Total	Total amount of planned and actual payments made for the duration of a study.

Labor Fees Tab Fields

Table 3-2 Labor Fees Tab Fields

Field	Description	Notes
Service Provider	Service provider who is completing work on the study.
Location	Location in which you are tracking labor fees for work completed on major tasks.	The available locations are derived from the baseline plan being tracked.
Planned	Budget for the selected service provider in the associated location, derived from the baseline plan.
Earned Value	Earned value for the selected service provider in the associated location.
Actual	Labor fees for the selected service provider in the associated location.
Columns
Major Task	Major tasks included in a study
Month	Month in which you are tracking labor fees for a major task.
Total	Total amount of planned, earned value, and actual payments for the duration of the study.

Milestone Dates Tab Fields

Table 3-3 Milestone Dates Tab Fields

Field	Description	Notes
Milestone	Milestones derived from the baseline plan that is being tracked.
Expected	Expected dates derived from the baseline plan that is being tracked.
Actual	Actual date the study milestone began.
Variance (days)	Difference between the expected milestone dates and the actual milestone dates.

Milestone Payments Tab Fields

Table 3-4 Milestone Payments Tab Fields

Field	Description	Notes
Service Provider	Service provider who is completing work on the study.	You can only enter milestone payments for service providers that were selected to have payments tracked by milestone on the Settings tab.
Columns
Milestone	Milestones derived from the baseline plan that is being tracked.
Planned Date	Planned dates derived from the baseline plan that is being tracked.
Actual Date	Actual date the milestone payment was made.	The displayed date is the date from the Milestone Dates tab.
Scheduled Payment	Planned payment amounts according to the milestone payment schedule in the baseline plan being tracked.
Earned Value to Date	Summation of the earned values entered from the beginning of the study to each milestone.	The application calculates the earned value by applying the ratio of units of work completed to planned units to the planned value.
Actual Payment	Amount paid to the service provider.

Monitoring Tab Fields

Table 3-5 Monitoring Tab fields

Field	Description	Notes
Location	Location in which you are tracking completed CRF pages.	If you are tracking on a study level basis, this field is unavailable.
Add Earlier Week	Subjects enrolled before the First Subject/Patient In (FSI/FPI) milestone.	By default, the first week shown is the FSI/FPI milestone.
Add Later Week	Subjects enrolled after the Last Subject/Patient Out (LSO/LPO) milestone.	By default, the last week shown is the LSO/LPO milestone.
Total	Number of CRF pages, or EDC equivalent, collected for the designated location, or for all locations, if you are tracking on an all location basis.
Columns
Week Of	Week in which you can track completed CRFs for a study.
Planned To Date	Number of planned completed CRFs, or EDC equivalent, from the baseline plan.
Planned CRF Pages This Week	Number of planned completed CRFs, or EDC equivalent, for the indicated week from the baseline plan
Completed CRF Pages This Week	Number of completed CRFs, or EDC equivalent, for the indicated week.

Report Descriptions

Table 3-6 Report Descriptions

Field	Description	Notes
Site Approval Schedule	Site approval curve for the entire study over time. It displays both the planned and actual values. This report can be run at the study level or per location.
Subject Enrollment	Subject enrollment curve for the entire study over time. It displays both the planned and actual values. This report can be run at the study level or per-location.
CRF Pages	Distribution of collected CRF pages over time. It displays both the planned and actual values. This report can be run at the study level or per-location.
Milestone Dates	Project milestone dates from Project Activity Start Date to Final Report. This report shows both the planned and actual values.
Study Performance Trend Report	Earned Values (EV), Planned Values (PV), and Actual Payments (AP) over time.
Milestone Payment Schedule	Printable view of the detailed milestone payment history.
Tracking Summary	Printable view of the Project Health, Current Status, Cash Flow Analysis, and Projected At Completion. This report can be run for all service providers or a selected one.
Tracking Detail	Provides a granular view of the project health. Providers and locations can be filtered to be included or excluded. The report can be run with major tasks, miscellaneous costs, or both, and earned value metrics.
Accruals	Provides a view of work performed, actual payments, and the remaining cost accrual for work that has been performed but for which has not been paid. It can be displayed to show a period of time, cumulative for a project to date, for one or more providers and other parameters.

Settings Tab Fields

Table 3-7 Settings Tab Fields

Field	Description	Notes
Tracking Interval	Interval at which you track actuals for the study.	You can track weekly or monthly.
Study Status Date	Date the application uses as the cut-off for EVA calculations.	You must update this field as actuals are entered.
Major Tasks
Major Tasks	Major tasks included in a study.
Track	Level at which major tasks are tracked.	You can select Not Tracked for major tasks that are not included in the study.
Costs
Miscellaneous Cost	Miscellaneous and pass-through costs that are included in a study.
Track	Level at which costs are tracked.
Earned Value Options	Earned value tracking option.
Payments
Service Provider	Service providers for which you are tracking payments made for work completed on the study.
Payment scheduled	Interval at which payments are made to service providers.

Sites Tab Fields

Table 3-8 Sites Tab Fields

Field	Description	Notes
Location	Location in which you are tracking approved sites.	If you are tracking on a study level basis, this field is unavailable.
Add Later Week	Site approvals that occur after the last site is approved.	By default, the first week displayed is the week of the Project Activity Start Date and the last week shown is the week of the Last Site Approved milestone.
Total	Total number of Planned Sites and Approved sites for the designated location, or for all locations if you are tracking on an all location basis.
Columns
Week Of	Week in which you can track approved sites for a study.
Planned To Date	Number of planned sites approved from the baseline plan.
Planned Sites This Week	Number of sites approved for the week from the baseline plan.
Approved Sites This Week	Number of sites approved for the week.

Studies Screen Fields

Table 3-9 Studies Screen Fields

Field	Description	Notes
Filter	Search through the studies included on the Studies screen.
Modify	Modify the filter for the Studies screen.
New	Create a new study.
Edit	Edit a study.
View	View study details.
Delete	Delete studies.	Deleted studies can be restored before they are purged from the application.
Restore	Restore deleted studies.
Create Plan	Create a new plan for a study.
Track	Track studies.
Columns
Study Name	Available studies in the application.
Product/Compound	Product or compound being studied.
Phase	Study phase.
Therapeutic Area	Therapeutic area targeted for the study.
Indication	Indication targeted for the study.
Status	Study status.

Subjects Tab Fields

Table 3-10 Subjects Tab Fields

Field	Description	Notes
Location	Location in which you are tracking enrolled subjects.	If you are tracking on a study level basis, this field is unavailable.
Add Earlier Week	Subjects enrolled before the First Subject/Patient In (FSI/FPI) milestone.	By default, the first week displayed is the week of the FSI/FPI milestone.
Add Later Week	Subjects enrolled after the Last Subject/Patient In (LSI/LPI) milestone.	By default, the last week displayed is the week of the LSI/LPI milestone.
Total	Number of Planned Subjects and Enrolled Subjects for the designated location, or for all locations if you are tracking on an all location basis.
Columns
Week Of	Week in which you can track enrolled subjects for a study.
Planned To Date	Number of planned enrolled subjects from the baseline plan.
Planned Subjects This Week	Number of enrolled subjects for the indicated week from the Baseline plan.
Enrolled Subjects This Week	Number of enrolled subjects for the week.

Summary Tab Fields

Table 3-11 Summary Tab Fields

Field	Description	Notes
Providers	Service providers included in the study summary.
View As Of:	Date through which you want to view study data.
Study Status Date	Date the application uses as the cut off for EVA calculations.	The provided date is from the Settings tab.
Project Health
Schedule Performance	Predicts the completion date and is sometimes used in conjunction with the Budget Performance (BP) to forecast the project completion estimates.	An SP value less than 1.0 indicates the project is behind schedule. An SP value greater than 1.0 indicates the project is ahead of schedule.
Budget Performance	A commonly used cost-efficiency indicator.	A BP value less than 1.0 indicates a cost overrun of the estimates. A BP value greater than 1.0 indicates a cost underrun of the estimates.
Overall Performance	Combines the Schedule Performance (SP) and the Budget Performance (BP) to provide an overall project health indicator.	An Overall Performance (OP) value less than 1.0 indicates composite cost or schedule overruns. An OP value greater than 1.0 indicates composite cost or schedule underruns.
Current Status
Planned Value (PV)	Budgeted cost for the work scheduled to be completed on an activity or work breakdown structure component.
Earned Value (EV)	Budgeted amount for the work actually completed on the schedule activity or work breakdown structure component.
Actual Payments (AP)	Total costs actually incurred and recorded in accomplishing work performed for a schedule activity or work breakdown structure component.	Actual cost can sometimes be direct labor hours alone, direct costs alone, or all costs including indirect costs.
Cost Variance (CV)	Difference between the budget at completion (BAC) and the actual amount spent.
% Complete	Percent complete equals the Earned Value to date divided by total project budget, or BAC.
Projected at Completion
Estimate to Complete (ETC)	Estimated cost required to complete the remainder of the project given your current actual payments for the project and your current budget performance.	To calculate the ETC, the Budget at Complete (BAC) is divided by the current Budget Performance (BP), and the current Actual Payments (AP) are subtracted.
Budget at Complete (BAC)	Total original planned project budget. The BAC represents the sum of all Planned Values (PV) for the project at completion.
Estimate at Complete (EAC)	Total estimated cost at the end of the project.	To calculate the EAC, the Budget at Complete (BAC) is divided by the current Budget Performance (BP).
Variance at Complete (VAC)	Difference between the original planned project Budget at Complete (BAC) and the Estimate at Complete (EAC), calculated based on your current performance.
Study Completion Date	The Planned Study Completion Date is the Final Report milestone date from the Baseline Plan. The Estimated Study Completion Date is calculated by using your original planned study duration and applying your current Schedule Performance (SP).

Task Dates Tab Fields

Table 3-12 Task Dates Tab Fields

Field	Description	Notes
Service Provider	Service provider who is completing work for major tasks in a study.
Location	Location in which you are tracking dates for work completed on major tasks.	The available locations are derived from the baseline plan being tracked.
Started	Date on which activity related to the major task began.
Completed	Date one which activity related to the major task is completed.
Columns
Major Task	Major tasks included in a study.
Planned	Planned values derived from the baseline plan that is being tracked.
Actual	Actual dates for when work was started and completed on a major task.
Variance (days)	Difference between planned and actual values for both the started and completed dates.

Task Units tab Fields

Table 3-13 Task Units Tab Fields

Field	Description	Notes
Service Provider	Service provider who is completing work for major tasks in a study.
Location	Location in which you are tracking work completed for major tasks.	The available locations are derived from the baseline plan being tracked.
Planned	Planned values derived from the baseline plan that is being tracked.	Major tasks that have a single completed unit of work, the Planned Value displays as a percentage. For other major tasks, the planned value displays the number of planned units of work.
Actual	Completed units of work for the major task, for the associated service provider in the selected location.	If the major task has a single completed unit of work, you enter the percentage of work that was completed in the time period. Otherwise, enter numeric values to represent the number of units completed in the corresponding time period. For major tasks that have a single completed unit of work, the percentages you enter are adjusted as you switch from Per-Location to All Location. The application factors in the number of locations when it displays rolled-up percentages.
Columns
Major Task	Major tasks included in a study
Unit	Unit of work used to measure a major task's progress.
Month	Month in which you are tracking work completed for a major task.