This section will cover how to create a customized Budget Template to be used with Studies. For more information about Calendar Budgets, please refer to Budget.
Note: When creating a Calendar Budget Template, it is recommended that users delete the default Personnel and Miscellaneous sections.
To create a Budget Template:
1. From the Homepage, select the Manage tab. Click New under Budget.
The Budget Details page displays. Here, users may enter information regarding: Budget Name, Version Number, Comments, (user) Created by, Budget Template, and Budget Status.
Note: When creating a budget template that will be used for various studies, it is recommended to not use the “Associate Budget to the following Study” dropdown field.
Enterprise Only: The Budget Currency field is only customizable in the Enterprise version.
Enterprise Only: The default in eXpress is US Dollars.
Note: For sponsored studies, it is recommended that users select the Comparative Budget Template, as it has the additional Amount and Variance columns used to compare site costs vs. sponsor payment amount.
2. Enter information as necessary and enter your e-Signature and click Submit to save changes.
The Patient/Comparative Budget screen displays:
3. Click the Sections icon.
4. Delete the default section by clicking X.
5. Click the Access Rights button.
6. Assign access to All Account Users and check all of the boxes within the “Define Access Rights” area.
7. Once rights have been assigned to users for the Budget as appropriate, navigate to the Details tab.
8. Click the Details tab and select “Save Budget as Template” from the dropdown options of Budget Status.
9. Enter your e-Signature and click Submit to save changes to the budget status.
Note: Once a budget is saved as a budget template, you can no longer alter the budget on the Budget tab until it is associated with a calendar. Alternatively, you can make a copy of the template, make changes, and delete the old version if changes are needed.
