Change the Cost Model for a Plan

ClearTrial recommends upgrading plans to the latest available cost model available to take advantage of the clinical intelligence updates in each successive release.

However, if you have plans with which you are satisfied, are currently using to negotiate with a CRO (or Sponsor), or are using to record changes to the plan during trial execution, you can continue to use the prior cost model so that the plan will calculate according to the algorithms defined at the time of its creation or last update.

To change the cost model for a plan:

1. From the Edit menu, select Plans.
2. On the Plans screen, select the plan to edit.
3. Click the Other Actions... button, and then select Change Attributes.
4. On the Change Plan Attributes screen, from the Cost Model drop-down list, select a cost model.
5. Click Save.

While viewing or editing a plan, the cost model being used appears at the top right of the screen.

Tip:

You can select the cost model as a column to display on the Plans screen by selecting the Configure List Options link displayed at the upper right side of every list screen.

• What is the Cost Model?
  A ClearTrial Cost Model is the set of algorithms, default assumption values, task and cost definitions, and resources that are used to calculate and represent the expected timelines, effort, and cost estimates for a plan.