Site Budget List

The Site Budget List page displays the list of site budgets for the current site. The Project and Site must be selected first. This page is visible when the Enable Site Budgets Configuration Variable is set to True.

The records are grouped by budgets indicating the number of subjects connected to that budget for the site. An additional group called No Site Budget also will be displayed if there is at least one active transaction that does not have the Site Budget assigned. To assign the subjects to a budget, the user must go to the Protocol Version in the Subject module. If the subjects were assigned a protocol version, the user should check that the protocol version is mapped to a budget in the Budget Mapping module. Then, the budget is connected to the site in this module, Site Budget. The Effective Date of the Site Budget must be before the consent date of the subject.

The user can add a New Site Budget by selecting Active under the Records filter and clicking or edit a Site Budget by clicking , which opens the Site Budget 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.

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

Field	Description
Site Budget Date	This column lists the date that is used to identify a site budget, such as the approval or the signature date. This field displays No Site Budget for subjects and transactions that are not linked to a site budget.
Effective Date	This column lists the date that the site budget went into effect. It is used in conjunction with the Effective Date Event from the Budget Template to determine which site budget will be assigned to each subject. This field displays Unknown for subjects and transactions that are not linked to a Site Budget.
Status	This column lists the status of the item; for instance, the document is Signed or Preliminary. This field will be blank for subjects and transactions that are not linked to a Site Budget.
Amount Per Subject	This column displays a warning icon if the Budget Rate Method field is set to Percent of Total Subject Budget and the sum of the Visit Events percentages do not add up to 100%. This field will be blank for subjects and transactions that are not linked to a Site Budget.
Holdback %	This column lists the percentage that will be held back and blank for subjects and transactions that are not linked to a Site Budget.
Pass-Thru Costs	This column will be visible if the Enable Site Pass-Thru Costs Configuration Variable is set to True. It will be blank for subjects and transactions that are not linked to a Site Budget.
Subjects	This column displays the total number of Subjects with at least one transaction for the Site Budget.
Transactions	This column displays the total number of transactions for this Site Budget, including reversed transactions.
Comment	This column lists any information that has been entered as it relates to the site budget.