5 Refine a Plan
As you add more details or want to try different or more precise assumptions, you can update a plan to learn the impact of the changes.
ClearTrial offers extensive flexibility and configurability to tailor a plan to your organization's work breakdown structure, business processes, and the unique characteristics of individual trials.
If the plan was created in Quick Mode or Basic Mode, you can switch to Advanced or Expert Mode to change more granular assumptions or customize the work breakdown structure.
You may also want to update a plan in response to collaboration with a CRO (or sponsor if you work for a CRO), especially during the RFP/Bid process if you are also using ClearTrial to generate RFPs and import and compare bids.
If you want to maintain a forecast/scenario to compare against your changes, make a copy of the plan and edit the copy instead.
- Edit a Plan
Refine a plan by editing the assumptions set on the tabs on the Edit Plan screen. - 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. - Working with Custom Field Models
The DRAFT custom field model is considered the working copy and is the only version where changes can be made to custom fields. - Add Custom Fields to a Plan (Enterprise Edition)
If you have purchased the Enterprise Edition of ClearTrial, you can create custom fields and define default formulas for them when you need to add additional drivers to plans or use them as custom work units or variables when defining custom level-of-effort or cost algorithms. - Define Custom Algorithms
You can configure custom algorithms using multiple expressions (requires the Advanced Algorithm Editor additional role/capability) or via script (requires the Expert Algorithm Editor additional role/capability). - User-defined Resources
Resources are the roles that people who work on the study are assigned. - 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.