Adjust Hours, Fees, or Units Distribution

  1. From the Edit menu, select Plans.
  2. On the Plans screen, select the plan, and then click Edit.
  3. On the Edit Plan screen, select the Labor tab.
  4. Select a major task and click the Adjust Hours or Fees button.
  5. Click the Distribution tab.

    ClearTrial shows the date each service provider is expected to begin and complete work related to the major task in the selected location.

  6. In the Distribute completed units of work according to drop-down list, select the distribution approach. For more information, see Distribute the Cost.
    • The distribution of units over time determines when the related fees are incurred, how value is accrued, and how inflation rates are applied to work in the second and subsequent years of a trial.
    • Changes to the assumptions in this plan that revise the predicted milestone date automatically revise the distribution of this work.
  7. Click Save.