Add as many budget items as you would like to a budget
Track Projected, Initial, and Agreed Upon amounts across sites
Create as many budgets as you need for a trial
NOTES
Create and Organize Notes
Easily create a note from any page with the "New Note" button
Quickly access notes from the related panel without breaking your workflow
Enter whatever details you need with the rich text editor, and then categorize your note for easy filtering later
Associate a note to as many records as you want
REVENUE FORECASTING
Generate a Forecast for a Trial at a Site
Create a revenue forecast easily from any Site Activity record
Simply enter the forecast start date, fill out any other key dates and numbers, and select the calculation method
Forecasts display as a table on the Site Activity record, and can be recreated at any time
Enter your actual numbers in the table as the trial progresses
DOCUMENT MANAGEMENT
Create, Track, and Organize Documents
Easily organize and access your documents from almost any record page
Update and monitor a document’s status
Track a document’s version history by adding amendments and revisions
Associate documents with any record so you can quickly find important documents wherever you are
PROPEL Tip
Convert your important files into documents to get the full value out of the Document Management feature using the "Convert to Document" button in the related panel of each record. Simply select the file you would like to convert and enter any details you would like on the document record.
Other Releases
3.2 Update - Historical Enrollment Capture
Based on your settings, PROPEL can now capture enrollment metrics over time that you can easily access and view.
