Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents

1 Baseline Plans

• 1.1 Identifying the Baseline Plan
  • 1.1.1 Baseline Plan
  • 1.1.2 Adjusting the Baseline Plan to Reflect the Negotiated Contract
• 1.2 Setting the Baseline Plan
  • 1.2.1 Editing a Baseline Plan
• 1.3 Tracking a Study
  • 1.3.1 Viewing a Tracked Study Summary
  • 1.3.2 Study Performance Summary Report

2 Entering Actuals

• 2.1 Track Tabs
• 2.2 Entering Notes

3 Settings Tab

• 3.1 Tracking Settings
  • 3.1.1 Tracking Interval
  • 3.1.2 Study Status Date
• 3.2 Setting the Level of Detail for Tracking Tasks and Costs
  • 3.2.1 Tracking Earned Value for Costs
  • 3.2.2 Payment Tracking Options

4 Sites Tab

• 4.1 Entering Sites Approved

5 Subjects Tab

• 5.1 Entering Randomized Subjects

6 Monitoring Tab

• 6.1 Entering Collected CRF Pages

7 Task Units Tab

• 7.1 Entering Actual Data for Major Tasks

8 Task Dates Tab

• 8.1 Entering Start and End Task Dates

9 Milestone Dates Tab

• 9.1 How Payment Settings Affect the Milestone Dates Tab
• 9.2 Entering Milestone Dates

10 Milestone Payments Tab

• 10.1 How Payment Settings Affect the Milestone Payments Tab
  • 10.1.1 Other Task Payments
• 10.2 Entering Milestone Payments

11 Labor Fees Tab

• 11.1 How Payment Settings Affect the Labor Fees Tab
• 11.2 Recording Labor Fees

12 Costs Tab

• 12.1 How Cost Settings Affect the Costs Tab
• 12.2 Entering Costs

13 Summary Tab

• 13.1 Arranging Summary View
• 13.2 Detailed Summary View
• 13.3 Project Health Portlet
• 13.4 Current Status Portlet
• 13.5 Study Performance Trend Portlet
• 13.6 Projected at Completion Portlet

14 Reports Tab

• 14.1 Reports

15 Utilizing Reports

• 15.1 Identifying Underperforming Locations and Tasks
  • 15.1.1 Generating the Tracking Detail Report
  • 15.1.2 Deciding What to Update in the Plan
• 15.2 Reconciling Service Provider Invoices and Work Performed
  • 15.2.1 Generating the Accruals Report
• 15.3 Comparing Invoice Amounts and Earned Value
  • 15.3.1 If Invoice Amount Equals EV
  • 15.3.2 If Invoice Amount Does Not Equal EV
  • 15.3.3 Using ClearTrial Invoice and Activity Report Templates
• 15.4 Generating Project Cost Accruals
  • 15.4.1 Prepare the Accruals Report
    • 15.4.1.1 Viewing Costs Accrued During a Time Window
    • 15.4.1.2 Viewing Cost Accrual as of the Latest Work Performed
    • 15.4.1.3 Viewing Cost Accrual Through a Specific Date
• 15.5 Assessing Provider Performance

16 Reforecasting

• 16.1 Reforecasting a Plan
  • 16.1.1 Generate a Reforecast
• 16.2 Setting the Reforecasted Plan as the Baseline