Export contract list
A contract is an agreement between the sponsor and the vendor for certain services to be financially compensated on the established terms.
The complete list of contract available for your study in the CTMS system can be extracted as the Excel file to your computer for sharing with stakeholders or other business purposes.
-
Access the study management page in one of the following ways:
-
In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.
Figure 1. Accessing study management from dashboard
-
In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.
Figure 2. Accessing study management from study data list
-
-
On the page that opens, in the left pane, select Financial Management > Contract.
Figure 3. Accessing contract list
-
On the Contract List page that opens, from the workspace toolbar, select Export
.
Figure 4. Selecting option to export contract list
-
In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.
Figure 5. Downloads widget for contract list
-
In the My Downloads dialog that opens, you can find the following tabs:
-
Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.
-
Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting
.
Figure 6. Downloading extracted contract list data
-
Once downloaded and saved, the contract list data in the XLSX format becomes available on your computer.