Actual Expenses to Date (Cost of Revenue TD)
  Actual cost of revenue on project through Reporting Month.

Actual to Date (ATD)
  A plotline based on actual values for SA, SE, Margin, and ROS. Start and end dates depend on the project scenario and measure selected.

All Projects
 List of all projects. Filter switch for My Projects.

 
 

 
 

 
 

 
 

 
 

Baseline (Also referred to as Budgeted or Planned)
  Values from Original Project Award.

Budget to Complete (BTC)
 Plotline based on bid values with start/end dates/value dependent on project scenario and measure selected.

Budget to Date (BTD)
  Plotline based on bid values with start/end dates and value dependent on project scenario and the measure selected.

Budgeted (Also referred to as Planned or Baseline)
  Values from Original Project Award.

Budgeted Cost
  Cost of Revenue $s for project expected at Bid.

 
 

 
 

 
 

ClinOps Ad
  Responsible Clinical Operations Associate or Assistant Director.

Contracted Margin
  Margin $s expected at project start in original budget.

Contracted ROS %
  ROS %s expected at project start in original budget.

Current ECAC (Also referred to as ECAC)
  Actual cost of revenue on project through Reporting Month.

 
 

 
 

 
 

 
 

Date Project Goes Current (Also referred to as Project Start)
  Milestone Date "DATE PROJECT GOES CURRENT."

Enterprise Project Management (EPM)
  Primary source system for most project data.

Estimated Margin at Completion (Also seen as Forecasted Contract Value-ECAC or Margin Total Expected)
  Margin Expected on project. Derived by subtracting Cost of Revenue (ECAC) from Forecasted Contract Value.

Estimated to Date (ETD)
  Value expected through the month being reported.

 
 

 
 

 
 

 
 

Financial Data Mart (FDM)
  Values pulled from the Financial Data Mart each Month for Revenue and Cost of Revenue.

First Site Activated (FSA)
  Milestone Date "FIRST SITE ACTIVATED."

First Subject Enrolled (FSE)
  Milestone Date "FIRST SUBJECT ENROLLED."

Forecast (Also referred to as Projected)
  Forecasted values.

Forecasted Contract Value
  Also referred to as Revenue Total Expected, Revenue Forecast, or Total Project Revenue.

Forecasted Return on Sales (Also seen as ROS Forecast)
  ROS % expected through project end after it is underway.

 
 

 
 

 
 

 
 

 
 

 
 

Government or Industry
  Category of project's funding source.

Last Subject Enrolled
  Milestone Date "LAST SUBJECT ENROLLED."

 
 

 
 

 
 

 
 

 
 

 
 

Margin
  Measure selection to show plotline(s) on graphical reports.

Margin to Date (Also referred to as Margin TD or Margin $ Budget to Date)
  Margin to Date on project. Derived by subtracting Cost of Revenue TD from Revenue TD.

Margin Variance (Also referred to as Estimated Margin at Completion - Contracted Margin)
  Difference between Estimated Margin at Completioned and Contracted Margin.

Measures (Also referred to as Units)
  Key project measures: Margin, ROS, SA, or SE.

Milestone (MS)
  Event in the life of a project.

Milestone Actual Date (MS Actual)
  Milestone Date event actually occurred.

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Milestone Baseline (MS Baseline)
 
Milestone Date event in original bid.
Milestone Projected (MS Projected)
 
Milestone Date event is expected to occur by Project Lead.
MS BL - Actl Date
 
Number of months project varies between baseline and actual timeline.
MS BL - PR Months (Also referred to as Projected Milestone Variance)
 
Number of months project varies between baseline and projected timeline.
MS Past Due
 
Flag for project where milestone date is now in the past.
MS Upcoming
 
Flag for project where milestone date is coming up within 60 days.
My Projects
 
List of projects assigned to a user. Switch with All Projects.

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Planned (Also referred to as Budgeted or Baseline)
  Target values.

Planned Last Site Activated (LSA)
  “First SA Milestone Date Baseline” + 3 months + 1/3(“Last Subject Enrollment Milestone Date Baseline” – “First Subject Enrollment Milestone Date Baseline”).

Project Budgeted Timeline in Years
 Expected project lifespan in years from start to finish at the time of Bid. Calculated by subtracting Baseline Milestone months for "Project Complete" - "Date Project Goes Current" / 12.

Project Complete
  Milestone Date "PROJECT COMPLETE."

Project Count
  Count of projects used to aggregate projects based on selected criteria.

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Project Forecast Timeline in Years
  Revised total years from start to finish after the project is underway.

Project Lead
 Project leader responsible for project.

Project Name (Also referred to as Project Name - Description)
  Number and name of the project.

Project Scenario 1 (Also referred to as Project Timeline Type 1)
  SA/SE ending Milestone Date < Reporting Month.

Project Scenario 2 (Also referred to as Project Timeline Type 2)
  Starting Milestone Date <= Reporting Month, Ending Milestone Date > Reporting Month.

Project Scenario 3 (Also referred to as Project Timeline Type 3)
  SA/SE starting Milestone Date in the future.

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Project Start
  Same as Milestone Date "DATE PROJECT GOES CURRENT."

Projected
  Same as Forecast.

Projected Last Site Activated (LSA)
  “Planned LSA” + (“First SA Actual date” – “First SA Baseline date”).

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Reporting Month (RM)
 Reported metrics for the most recent month with closed financials. Reporting month switches on the 16th day of each month.

Required
 Plotline based on actual and bid values with start/end dates/value dependent on project scenario and measure selected.

Return on Sales (ROS)
  Measure selection to show plotline(s) on graphical reports.

Return on Sales Variance (ROS Variance)
  Difference between Forecasted ROS and Contracted ROS %.

Revenue to Date (Revenue TD)
 Actual revenue recorded to date

 
 

 
 

 
 

 
 

Site Activation (SA, also referred to as Activated Sites)
  Measure selection to show plotline(s) on graphical reports.

Site Activation Budget to Date (Also referred to as SA ETD or SA Expected to Date)
  Sites Activations Expected to Date.

Site Activation Percent Completed (Also referred to as SA Complete)
  Percent of site activations completed from total expected.

Site Activations Actual to Date (SA ATD)
  Site Activations Actual to Date.

Site Activations Actual to Date Rate (SA ATD Rate)
  Rate of Site Activations Actual to Date Monthly Average.

Site Activations Expected to Date Rate (SA ETD Rate)
  Rate of Site Activations Expected to Date Monthly Average.

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Site Activations Rate Variance (Also referred to as SA ATD-ETD Rate)
  Rate of Site Activations Actual to Date Rate - Expected to Date Rate.

Site Activations Remaining (SA Remaining)
  Sites remaining to be activated.

Site Activations Total Expected (SA TE)
  Total planned Sites.

Site Activations Variance (SA ATD-ETD)
  Site Activations Actual to Date - Expected to Date.

Sponsor
  Sponsor of Project Funding. Alphabetically sorted A-Z.

Subject Enrollment (SE, Also referred to as Subjects Enrolled or Enrolled Subjects)
  Measure selection to show plotline(s) on graphical reports.

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Subject Enrollment Active (SE Active)
  Is the project still enrolling subjects?

Subject Enrollment Budget to Date (SE ETD)
  Number of subjects expected to be enrolled on project.

Subject Enrollment Percent Complete (SE Complete)
  Percent of Subjects Actuallly Enrolled from Total Expected.

Subject Enrollments Actual to Date (SE ATD)
 Total number of subjects enrolled in the project.

Subject Enrollments Actual to Date Rate (SE ATD Rate)
  Monthly rate of actual Subjects Enrolled.

Subject Enrollments Expected to Date Rate (SE ETD Rate)
  Monthly rate of expected Subjects Enrolled.

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Subject Enrollments Rate Variance (SE ATD - ETD Rate)
  Difference between the Rate of Actual - Expected Subjects Enrolled per month.

Subject Enrollments Remaining (SE Remaining)
  Subjects remaining to be enrolled.

Subject Enrollments Total Expected (SE TE)
  Total subjects for the project.

Subject Enrollments Variance (SE ATD - ETD)
  Number of actual subjects - expected subjects enrolled.

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Therapeutic Area
  DCRI Therapeutic Area. Alphabetically sorted A-Z.

To Date (TD, Also referred to as Through Reporting Month)
  Totals through the Reporting Month, applies to Margin, ROS, SA, and SE.

Total Expected (TE)
 Total Expected at end of project, applies to Margin, SA, and SE

Trendline
  A plotline that extends from actual values for the last reporting month, through the next 6 months, or until the project end (whichever occurs first). The last six months (or the number of months between the plotline start and the reporting month if the plotline was started less than six months ago) is used to derive a trendline rate. Trendlines appear for ongoing projects for SA, SE, and Margin graphs.