Best Practices
As with every update, we are keen to offer the ClearTrial recommended best practices to ensure you are most effective in your usage and budgeting operations.
- Lock your plans before sending out budgets to contract, when you are satisfied with your final operational budget forecast and to prevent assumption values from being changed.
- Freeze billing rates to ensure existing rates are preserved in copies of locked plans or anytime you are satisfied with your operational budget forecast.
Parent topic: Changes in Update 5.8.5