Why Upgrade the Cost Model?

Upgrading plans and user-defined templates to the latest cost model ensures you are working with the latest updates to fees and costs included in both the ClearTrial-defined Work Breakdown Structure (WBS) and default indirect (pass-through or miscellaneous) cost calculations. Please review existing plans and user-defined templates and make copies of these records. When copying a record, you can upgrade the copy to leverage the latest cost model updates. Compare the existing source plan/template to its upgraded copy to gain insight into the updates in the new cost model.

Note:

Existing plans and user-defined templates do not automatically get upgraded to the new available cost model.