Site Costs

The Site Costs page is visible when the Enable Site Budgets Configuration Variable under the  Finance and Budgets configuration group Country s set to True. If visible, it provides the ability to approve and unapprove individual site costs from this page by clicking the box in the last column on the right. The box will be hidden when the Status field is either Invoiced  or Not Ready. You can unapprove a transaction with a status of Not Approved or Conditions Not Met by clicking the box and the icon will change to a .  You can unapprove a transaction that has a status of Approved, by clicking the box and the icon will change to a .  The status will change to Not Approved.

To add an item, select Active under the Records filter and click the Add New button to open the Pass-Thru Cost module. To edit an item, click to open the Transaction module or the Pass-Thru Cost module, depending on the transaction.

To find an item, users can search by entering a word or string in the Search filter and press enter or users can filter the records based on:

• Type
• • Subject Visits

  • Subject Events

  • Serious Adverse Events

  • Site Pass-Thru Costs

• Site of the site cost
• Site Budget (available when a site is selected)
• • Active Site Budgets for the current Site
• Budget Line Item of the vendor cost
• • SUBJECTS: Subject Events

  • SUBJECTS: Subject Visits

  • SAE: Serious Adverse Events

  • Active Budget Line Items that have the “Available for Site Pass-Thru Costs?” check box checked

• Transaction Status
• • Approved

  • Invoiced

  • Not Approved

  • Not Ready

  • Pending

• Accrual Status
• • Accrued

  • Future

To remove all search options, click the button.

From Project Finance Page

Field	Description
Date	This column displays the date of the event.
Type	This column displays the type of payment: CHG = Charge ADJ = Adjustment REV = Reversing Adjustment (only for Visit and Event Types)
Group	This column displays the charge's grouping; either Visit, Event, or Pass-Thru type.
Site/Subject	This column displays the number of the site and the subject's identification number.
Event	This column displays the visit or event of the payment.
Budget Line Item	This column displays the category and item of the budget that the transaction falls under.
Amount	This column displays the amount of the transaction.
Approval Status	The box appears on the last column on the right. It will be hidden when the Status field is either Invoiced or Not Ready. = No action (Approved or Unapproved icons will display) = Approve the transaction will appear for transactions with a status of Not Approved or Conditions Not Met = Unapprove the transaction will appear for transactions with a status of Approved. When the link is clicked, the status will change to Not Approved