Create a Plan

You can create multiple plans for a given study, as necessary, to determine the most cost-effective or time-efficient approach.

1. On the Start screen or your custom-defined Home screen, select the option to view the list of existing plans.
2. From the Edit menu, click Plans to open the Plans screen.
3. Click New.
4. On the Choose Study and Plan Template screen, specify the study you want to plan.
5. Next, choose a template upon which to base the new plan. Select either a template created by your organization from the list or use the ClearTrial default template by clicking the Show ClearTrial Default System Template link to add it to the top of the template list for selection.

   Note:

   To view descriptions of the templates, from the Maintain menu on the Plans screen, select Templates.
6. Select the cost model to apply from the Cost Model Version drop-down list.

   Note:

   If you select the default ClearTrial template, you cannot specify the cost model for the new plan.
7. Click Ok.

ClearTrial displays the Create Plan screen and you can begin to enter your assumptions.