9 Best Practices
As with every update, we are providing ClearTrial recommended best practices to ensure that you are working effectively with your usage and budgeting operations.
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Lock your plans when you are satisfied with your final operational budget forecast and to prevent assumption values from being changed.
Locking a plan freezes its calculated values for expected hours effort, costs, timelines, and assumptions.
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Freeze billing rates to ensure existing rates are preserved in plans when you are satisfied with your operational budget forecast.
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Upgrade plans and templates by creating a copy of the plan or template and upgrading the copied record in order to compare the upgraded plan or template to the prior cost model version.
For more information, see the following: