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.
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Lock your plans if you do not want users to change any assumption values you entered.
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Freeze billing rates anytime you are satisfied with your operational budget's forecast.
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Upgrade existing plans and custom templates to the latest cost model that ClearTrial offers.
Why? Upgrading plans and user-defined templates to the latest cost model ensures you are working with the latest updates to fees and costs included in both the ClearTrial Work Breakdown Structure (WBS) and indirect (pass-through or miscellaneous) cost calculations. Existing plans and user-defined templates do not automatically get upgraded with each update that includes a new, available cost model.
Parent topic: Changes in Update 5.7