Table of Contents

• Title and Copyright Information
• Preface
  • Documentation accessibility
  • Related resources
  • Access to Oracle Support
• 1 Changes in Update 5.8.5
  • Plan Summary Enhancements
  • Plan Indirect Cost Enhancements
  • Other Usability Enhancements
  • Plan Reporting Enhancements
  • Transparent Subscription Status/Usage Reporting
  • Best Practices
• 2 Changes in Update 5.8
  • Technical Requirements
  • Best Practices
  • Clinical Intelligence Update
  • Usability Enhancements
  • Plan Reporting Enhancements
  • RFP and Service Work Order Process Flows (Enterprise Edition)
  • New Bid Grid Formats for RFPs (Enterprise Edition Sponsors)
• 3 Changes in Update 5.7
  • Technical Requirements
  • Best Practices
    • Upgrading to the 5.7 Cost Model
  • New Oracle Help Center
  • Clinical Intelligence Update
    • MOH/FDA Delays Update
    • Work Breakdown Structure (WBS) Update
  • Increased Transparency into Monitoring Efforts
  • Reporting Enhancements
    • Compare Templates
    • Enhanced Summary Grid Report
    • Resources by Department and Resources by GL Code Reports
    • User Report
    • Fixed Unit Prices Report
    • Pass-Through and 3rd Party Costs Report
    • Milestone Dates Report
    • Capacity Planning Reports
    • General Formatting Enhancements
  • Usability or Efficiency Enhancements
    • New Customer Preferences
    • Combined Billing Rate and Rates & Substitutions Tabs
    • New User-defined Filter Criteria
    • Assign a Code for Indirect Costs
  • Enhancements for Increased Precision & Accuracy for Precise Budgeters
    • Change Provider for ClearTrial-defined Costs
    • Increased Precision for Milestone Payments
    • Exclude ClearTrial-defined Milestones from Your Plan (Enterprise Edition Only)
    • Override Total Number of Meetings
    • Select Back Office as Billing Rate Location for Meeting Attendee
    • Delete ClearTrial-defined Major Tasks and Tasks (Enterprise Edition Only)
  • Improved Contract Alignment and Change Order Support (Enterprise Edition Only)
  • Import Additional Location-specific Overrides from a Plan or Template
  • Custom Algorithms and Custom Fields Validated for Calculation Errors
  • New Duration-based Variables for Custom Algorithms using Script
  • Updates to the Web Services API (Enterprise Edition only)
• 4 Changes in Update 5.6
  • Update to Responsibilities/Assignment Groups
  • New Customer Preference
  • Import Location-specific Data from Any Plan or Template
  • Model Schedules in Days
    • Site Approval Schedule
    • Subject Enrollment Period
    • Treatment Duration
  • Calculated Dates Display
  • Custom Descriptions for ClearTrial-defined Resources
  • Rename, Reorder, and Regroup Tasks
  • Usability/User Experience Enhancements
  • Custom Fields Cap Increase
  • Especially for CRO Users
  • Web Services API Enhancements
• 5 Changes in Update 5.5
  • Advanced Algorithms
  • New User Role/Additional Capability
  • New Medical Monitoring and Safety Assumptions
  • Refined Assumption Defaults
  • Renamed Assignment Groups
  • Work Breakdown Structure Updates
  • Important Note for New Resource Department Assignments
  • Medical Monitoring Algorithm Updates
  • Renamed Safety Tasks
  • Safety Task Updates
  • New Units of Measurement
  • New Plan Summary Group
  • Indirect Cost Usability Enhancements
  • Expanded Browser Support
  • Web Services API Enhancements
• 6 Changes in Update 5.4
  • Important Note on Freezing Billing Rates
  • Locking Plans Best Practice Update
  • Important Points on Existing Locked Plans that Are Unlocked/Copied
  • Clinical Intelligence Updates
    • Composite Billing Rate Updates
    • Composite Inflation Rate Updates
  • Introduction of Cost Model Versioning from 5.3+
    • Existing Plans and Templates
    • Updating Plans to a new Cost Model: Best Practice
    • New Plans and Templates
    • Maintaining Templates: Best Practices
  • Custom Assumptions
    • User Additional Roles/Capabilities
  • Bid Comparison across RFPs
  • Line-item Discount Support
  • New Units of Measurement/Cost Drivers
  • Increased Transparency for Meetings Labor
  • Metrics Updated to Include Inflation
  • Bid Grid Versioning
  • Usability Enhancements
    • Sort Plans by Protocol and Product/Compound
    • Select All Option
    • Inactive Templates Removed from New Plan Dialog Box
    • Enhanced Reporting Options for Metrics Report
  • Web Services API Enhancements
  • Freezing Billing and Inflation Rates: Information and Guidelines
    • How to Freeze Billing and Inflation Rates for a Plan
    • How to Unfreeze Billing and Inflation Rates for a Plan
• 7 Changes in Update 5.3
  • New Assumption for Monitoring Minutes for CRF Pages
    • Enhancements to Assumptions and Metrics Reports
    • Enhancement to the Compare Plans Report
  • New Data Assumptions for Repeat Tables, Listings, and Figures
    • Enhancements to Assumptions and Compare Assumptions Report
  • User Configurable Columns
  • New Default Data Collection Method
  • Rounding Values
    • Rounding Values in Plans
    • Rounding Values in Task Manager