Updating Plans to a new Cost Model: Best Practice

If you have an existing plan or template that was locked prior to 5.3, you should not unlock it unless you are prepared to accept the changes that will occur as the plan adjusts to the oldest preserved cost model, which is the 5.3 cost model. Once the cost model is updated, you will not be able to revert the cost model back to a version prior to 5.3.

If you want to assess the potential impacts of a newer cost model on fees and costs without impacting your original plan, ClearTrial recommends that you:

1. Copy the plan.
2. Updating the cost model of the copy.
3. Compare the copy to the original plan.

If you do not like the resulting changes, you can delete the updated copy and your original plan will still be available.