Copy a study plan

Study Planning includes copy plan functionality that allows you to create new plans by changing just a few attributes (e.g., Planning version, countries, sites, etc.) of an existing plan.

Note:

To complete this task, you must have a business role permission that allows you to modify another user’s plan in Study Planning

1. On the Studies Planned page, click the Study Identifier of the study plan you want to copy.
2. The Planned page displays all versions of the plan. On the row for the plan you want to copy, click Actions () and select Copy Plan. You will see this option only if you have the appropriate user permissions to copy and edit another user's plan.
3. On the Plan Study page, you can optionally click edit () next to the plan name and enter a unique plan name.
4. Edit or add entries for the required Version Reason, Therapeutic Area, Planning Version, and Phase fields.
5. Optionally adjust or add entries to all non-required fields (e.g., add a plan Description for this copy).
6. Click Save and Continue.
7. On the Countries & Sites page, optionally adjust the entries for selected Countries, Number of Sites, and Site Characteristics if the values needed for the copy are different from the original plan version.
8. Click Save and Continue.
9. On the Dates page, optionally adjust the Prediction start date event and date and all Projection start date fields if the values needed for the copy are different from the original plan version.
10. Click Save and Continue.
11. On the View and Manage Milestone Probabilities page, optionally adjust the summary milestones using the drop-down list if the values needed for the copy are different from the original plan version.
12. Click Save and Continue.
13. The plan output page displays. Adjust the view as preferred (e.g., adjust the displayed Probability Range filter).
14. Click Save and Exit to save the copied plan.