Edit a Plan

Refine a plan by editing the assumptions set on the tabs on the Edit Plan screen.

1. From the Edit menu, click Plans.
2. On the Plans screen, select the check box of the plan to edit, and then click the Edit button.
3. Enter or edit the information on each tab, clicking Next to save your changes and advance to the next tab.

Note:

If a request for proposal (RFP) was created from a plan, the plan is permanently locked and a red lock icon is displayed next to the plan (or RFP) on the Plans screen.

If you want to make changes to your RFP and have a new version to model from your vendor, make a copy of the plan, make those changes in the copy, and generate a new RFP from the copy.

Tip:

To make changes to a template, from the Maintain menu, click Templates. Select the template and click Edit.

• Copy a Plan
  Copying a plan facilitates comparing What If? scenarios and basing new plans off of existing plans.
• Lock and Unlock Plans
  Locking a plan ensures that your entered assumption values are preserved and not changed by other users and prevents ClearTrial from recalculating effort and costs.

Copy a Plan

Copying a plan facilitates comparing What If? scenarios and basing new plans off of existing plans.

1. From the Edit menu, click Plans.
2. On the Plans screen, select the plan you want to copy.

   Note:

   You cannot copy a plan in an Incomplete status.
3. Click the Copy button.
4. On the Copy Plan screen, in the Plan Name field, enter a new, unique name for the new plan.
5. From the Use Cost Model from drop-down list, select a cost model. The default selection is the cost model of the plan being copied.

   For more information, see What is the Cost Model?

6. From the Custom Field Model drop-down list, select a custom field model or None to not assign a custom field model. The default selection is the current custom field model used by the plan.
7. Click Ok.

   ClearTrial displays the Overview tab on the Edit Plan screen for you to specify assumptions for the copied plan.

Lock and Unlock Plans

Locking a plan ensures that your entered assumption values are preserved and not changed by other users and prevents ClearTrial from recalculating effort and costs.

ClearTrial recommends locking any plan you have used to provide information or reports to other parties or represents the best scenario for executing that trial.

Lock a plan

1. On the Plans screen, select one or more plans.
2. Click the Other Actions... button, and then select Lock Plans.

   A Lock icon (
   
   ) appears next to the plan. Users cannot edit a locked plan until it is unlocked.

Note:

You can still change the status, name, and/or description of a locked plan with the Change Plan Attributes option from the Other Actions... menu.

Unlock a plan

1. On the Plans screen, select one or more locked plans.
2. Click the Other Actions... button, and then select Unlock Plans.

   ClearTrial unlocks the plan. The Lock icon disappears.

Why can't I unlock a particular plan?

Some plans cannot be unlocked; for example, permanently locked plans used to generate RFPs or legacy plans locked to cost models prior to 4.2.

If you need to make changes to a locked plan, copy the plan and make your changes to the copy.

Note:

When you unlock or copy an existing plan using a 5.2 or prior cost model, that plan defaults to use the latest available cost model. If you want to model the trial using a prior cost model, use the Change Attributes option to change the cost model (and/or other attributes of the plan).