Plan Summary Enhancements

Group Plan Summary by Category, Department, GL Code or Resource

ClearTrial 5.8.5 offers new capabilities and flexible control over how to group, view and report on labor and costs displayed on the Plan Summary tab and Plan Summary report. Once you have labor and costs mapped as per your organization’s operational hierarchy/functional areas, you can control how you want the data summarized.

In addition to Summary Group, which is renamed Summary Category in 5.8.5, you have the flexibility to group fees by Department, GL Code, or Resource and costs by Department or GL Code.

The presentation/order of results displayed has also been refined to display the most important values first.

A new Totals section is displayed first, composed of the Total Study Budget broken out by subtotals for Fees and Pass-Through Costs (indirect costs), each broken out further with and without inflation.

Fees, Hours, and FTEs are displayed according to the grouping selected. Indirect costs are broken out by cost type. Dates/Duration, and Metrics are displayed at the bottom.

Plan Summary Report Enhancements

The new Group By section offers new reporting options to summarize the output when running the Plan Summary report from the Plan Reports tab.

You can choose to group by…

• Category
• Department
• GL Code
• Resource

You can also choose to render the report using the new layout, which presents the most important information first, or using the “classic” layout, which displays totals inline.

If you want the report to use the 5.8 summary layout/format, select a group by option and then select the Use Classic Layout option.