Summary

This article covers configuring the study budget form.

Table of Contents

• Access Study Budget Section
• Study Budget Form
  • Payment Currency
  • Study Budget Table
  • Site Budget Table
  • Vendor Budget Table
• Importing Study Budget Information
  • Study Budget and Study Budget Items

Study level budgets for the study are managed through the Study Budget form, one of many Configurable Forms.  It is from this section that study specific items can be tracked and managed. Site Budget and Vendor Budget items are added through their section and the Study Budget shows totals for each site and vendor.

Access Study Budget Section

The Study Budget section for existing studies can be accessed by clicking Study Budgets under the menu for the study.

Study Budget Form

The Study Budget form contains the following fields by default:

Payment Currency

The Payment Currency field is a dropdown select field used to identify which currency is used for the study level budget items. The field contains as options all currencies supported by the system. By default, the Payment Currency field is a required field and a black alert will fire if the Payment Currency is not provided. The form cannot be saved until the Payment Currency data is entered. The Payment Currency field’s visibility settings cannot be changed.

Study Budget Table

The Study Budget Table allows study specific budget items to be defined. Selecting Add Row will add a blank row to collect a budget item per row.

The table includes the following columns:

• Task/Description – Enter the description or name for the budget item.
• Total Budgeted – Enter the value that has been budgeted for the budget item.
• Amount Paid – Enter the value of the amount that has been paid on the budget item.
• Difference – A calculated field that will show the difference between the Total Budgeted value and the Amount Paid value.
• Delete – Delete Icon, when selected will remove the budget item upon confirmation of the deletion.

The table will include a totals row that provides the total value for all rows for the Total Budgeted, Amount Paid and Difference columns.

Site Budget Table

The Site Budget Table displays the Site Budget information for each site added to the study.

The table includes the following columns:

• Site Name – Displays the Study Site Name for each site added to the study.
• Total Budgeted – Calculated sum based on the total of each site-specific budget item and each Budgeted field item on the Visit Payment Schedule Table.
• Total Paid – Calculated sum based on each payment item marked Paid in the Site Payments Manager.

Vendor Budget Table

The Vendor Budget Table aggregates the Vendor Budget Item Table for each vendor added to a study.

The table includes the following columns:

• Vendor Name – Name of the vendor added to the study.
• Total Budgeted – Calculated sum based on all vendor specific budget item amounts.
• Total Paid – Calculated sum based on all vendor specific budget item amounts that contain a Date Fulfilled value.

Importing Study Budget Information

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Study Budget and Study Budget Items

This information can be imported as part of the Study import. Click here for more information.

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