ClearTrial Portfolio Planning

ClearTrial Portfolio Planning – part of ClearTrial PLAN Enterprise Edition – lets you conduct fast, accurate, and flexible portfolio planning. Roll up protocol-level study plans into portfolios according to program, business unit, therapeutic indication, region, service provider and more – providing instant visibility to budgets, resource requirements, and timelines across all or a segment of your clinical studies.

Rapid Scenario Planning™ at the Portfolio or Program Level

With ClearTrial Portfolio Planning, you can make fast and proactive decisions about your development programs by quickly and easily creating "what-if" scenarios for adding, removing, or delaying studies.

In seconds, you can:
  • Aggregate multiple studies into a program/portfolio view or long-range plan
  • Generate comprehensive budget, resource, and timeline reports
  • Add or remove studies from a portfolio
  • Modify study start dates
  • Adjust study probabilities

And, the software automatically updates your portfolio forecast when protocol-level assumptions and timelines change.