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  • If the budget event is not related to a specific subject then it should be added to the Protocol Related tab.  Ex: QoL Survey Training for Coordinators.  The sponsor pays for time spent training coordinators on how to administer the QoL survey to subjects on the protocol.  The training is not specific to individual subjects, so it should not go on the subject calendar.
  • If the budget event does not have a set cost and the cost will vary from subject to subject, it may be easier to set this up as a variable Protocol Related Event with a $0 cost and CRA Console Trigger.  This would allow the clinical coordinator to enter as a Financial Event along with the subject ID and actual cost in the comments field.  The Budget Team would see those comments and update the invoice with the cost and subject ID (if needed).   Ex: Patient Meals