10 Milestone Payments Tab

The Milestones Payments Tab allows you to enter the actual payments made against the milestone payment schedule for each service provider in your study, if you are paying one or more service providers upon milestones achieved.

10.1 How Payment Settings Affect the Milestone Payments Tab

The payment settings you selected on the payments sub-tab of the Settings Tab affect how dates are entered on the Milestone Payments Tab.

Pay Monthly for Work Completed: If you selected pay monthly for work completed, at either the task or study level, the Milestone Payments Tab will be unavailable. Since work is being paid monthly, the actual payments for each milestone do not need to be entered.
Pay for Work Completed upon Milestone Achieved or Pay Fixed Fee upon Milestone Achieved: If you selected to pay for work completed upon milestone achieved or to pay a fixed fee upon milestone achieved, you will need to enter the actual payments on the Milestone Payments Tab.
Enter AP Only (sets AP to EV): If you selected Enter AP Only, the Milestone Payments Tab will be unavailable.

10.1.1 Other Task Payments

The tasks that are not paid per milestone payment schedule are accounted for on the Labor Fees Tab. Enter payments for these tasks on the Labor Fees Tab.

Tasks are included or excluded from the milestone payment schedule based on your selections in the baseline plan on the Payments Tab, in ClearTrial Plan and Source. To view your selections, you can select Plans from the Edit Menu and open the baseline plan.

10.2 Entering Milestone Payments

Use the Milestone Payments Tab to enter actual payments for each service provider in your study, based on the milestone payment schedule.

To enter milestone payments:

Navigate to the Milestone Payments Tab.
Ensure all work has been entered for the reporting period on the Sites, Subjects, Monitoring, and Task Units Tab. This information is used in the Earned Value to Date column, which is the total cumulative amount you should have paid, in aggregate, at the time the milestone is achieved.
Select a service provider from the drop-down box.
Review the list of milestones payments. For any milestones that have been achieved during this period, enter the payment in the Actual Payment column.

The Scheduled Payment Column shows the planned payment amounts according to the Milestone Payment Schedule in the Baseline Plan.

The Earned Value to Date Column contains the summation of the earned values entered from the beginning of the study to each milestone.
Enter all payments and click Save. The Total row provides totals for both the scheduled and actual payment amounts.