Budget Template List

The Budget Template List displays the list of Budget Templates for the current Project. These templates act as the default budget for the Site Budgets. This page is visible when the Enable Site Budgets Configuration Variable is set to True. The user can add a New Budget by selecting Active under the Records filter and clicking or edit a budget by clicking , which opens the Budget Template module. To find an item, enter a word or string in the Search filter and press enter. To remove all search options, click the button.

Budget Templates define the amount to reimburse sites based on:

Subject Events, such as screen failures or completed subjects
Subject Visits as defined by the Protocol Visits for that project
Pass-thru costs, such as Pharmacy Fees

Budget Templates also can be set to approve payments through triggers, including pages that have been monitored and visits that have required procedures.

Budget Templates are mapped to groups of Sites and/or Subjects based on Protocol Version and optionally one or more either Site Groups, Subject Groups, or Subject Gender. For an example, click Example of Budget Mapping for Subject Groups. A Budget automatically is assigned to a Subject based on the Budget Mapping parameters. A Subject is assigned to a specific Budget when:

The Assigned Budget is determined based on the Budget Map
The Assigned Budget may be overridden on the Subject Dialog
If an Assigned Budget is not found and no Override Budget has been entered, the Budget assignment process will discontinue and the Subject will not be assigned to any Budget

Columns can be sorted in ascending or descending order by clicking the column heading.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Budget	This column lists the budget name.
Visit Schedule	This column lists the Visit Schedule connected to the budget.
Effective Date Event	This column lists the event that will be used to determine which Site Budget will be assigned to each Subject.
Amount Per Subject	This column will be visible if the Budget Rate Method Configuration variable is set to Percent of Total Subject Budget.
Holdback %	This column lists the percentage that will he held back.
Pass-Thru Costs	This column lists the estimated amount of Pass-Thru Costs for each Site. This field will be visible if the Enable Site Pass-Thru Costs Configuration Variable under the Finance and Budgets configuration group is set to True.
Comment	This column lists any information that has been entered at it relates to the site budget.