Compare Plans

When determining the optimal scenario, you can create several plans to compare and choose between. For example, you might test the impact of upgrading to a later cost model.

Comparing copies of a plan to one another can pinpoint the areas in which costs and timelines are negatively or positively impacted by different strategies.

1. From the Edit menu, select Plans.
2. On the Plans screen, select two or more plans to compare. You cannot compare plans whose status is Incomplete.
3. Click Compare.
4. On the Compare Plans screen, in the Available Comparisons section, choose the type of comparison and any applicable options. You can compare:
   • Assumptions—Comparison of assumptions for two or more plans.
   • Fees and Costs—Differences in fees, bottom line discounts, and pass-through costs for the selected plans.
   • Fixed Unit Prices—Comparison of fixed unit prices for two or more plans.
   • Resources—Difference in effort and costs (including bottom line discounts) per resource for the selected plans.
   • Milestone Dates—Differences in milestone dates.

   Depending on the type of comparison, other reporting options are dynamically enabled.

5. In the Providers To Include section, select one or more of the providers to include or select All Providers.
6. In the Reporting Currency section, select the currency to use in the comparison from the drop-down list and whether to round values up to the nearest denomination.
7. Click Ok.
   ClearTrial display a comparison report in the currency specified and highlights the differences.

   Note:

   ClearTrial does not include the variance column.
8. You can print the report, view it as a PDF, or export it to Excel or CSV by selecting the appropriate link at the bottom of the report.
9. To close the report, click the Close link.

• Compare a Copy of a Plan to its Original
  Use the Compare to Original report from the Reports tab of a plan to compare a copied plan to the original/source plan.
• Compare a Plan to its Template
  Generate the Compare to Template report to quickly determine how a plan has been changed from its template.

Compare a Copy of a Plan to its Original

Use the Compare to Original report from the Reports tab of a plan to compare a copied plan to the original/source plan.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the copied plan and click Edit.

   Tip:

   Double-clicking anywhere in the row listing a plan on the Plan list screen also redirects you to the Edit Plan screen. This shortcut is available on any screen listing things that can be opened or edited.
3. On the Edit Plan screen, select the Reports tab.
4. Scroll down to the Comparisons section and select either the thumbnail report shown or the Compare to Original link.
5. On the Compare Plans screen, from the Available Comparisons section, choose the type of comparison and any applicable options.
6. Click Ok.
7. Print the report, view it as a PDF, or export it to Excel or CSV by selecting the appropriate link at the bottom of the report.
8. To close the report, click the Close link.

Compare a Plan to its Template

Generate the Compare to Template report to quickly determine how a plan has been changed from its template.

1. From the Edit menu, select Plans.
2. On the Plans screen, select the copied plan and click Edit.
3. On the Edit Plan screen, select the Reports tab.
4. From the Comparison section, select Compare to Template.
5. On the Compare Plans screen, from the Available Comparisons section, choose the type of comparison and any applicable options.
6. Click Ok.
7. Print the report, view it as a PDF, or export it to Excel or CSV by selecting the appropriate link at the bottom of the report.
8. To close the report, click the Close link.