New Plans and Templates

If a user creates a new plan based on a custom template, the new plan will reflect the cost model of the template.

If a user creates a new plan based on the ClearTrial default template, the new plan will reflect the current version cost model.

If a user wants to create a new plan using an old custom template and the newest cost model, the user can either:

• Create the plan based on the old custom template and then upgrade the plan to the newest cost model, or

• Upgrade the template to the newest cost model and then create the plan from the upgraded template.