Export pricing template details
A pricing template is a reusable instance that outlines the services and occurrences entitled to financial compensation, billing methods, and other details. Preconfiguring pricing templates simplifies contract design since you do not have to set up pricing details from scratch for every vendor.
All the pricing templates configured for the study, along with their details—billing methods, fees, payees, and all such—can be exported as a compressed ZIP archive of XLSX files to your computer for sharing with stakeholders or other business purposes.
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Access the study management page in one of the following ways:
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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
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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
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On the page that opens, in the left pane, select Financial Management > Pricing Template.
Figure 3. Accessing pricing templates
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On the Pricing Template List page that opens, from the workspace toolbar, select Export
and then the Export Pricing Template Details option.Tip
To export the details only of the pricing templates of your interest, filter the table before exporting.
Figure 4. Selecting option to export pricing template details
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In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.
Figure 5. Downloads widget for pricing template list
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In the My Downloads dialog that opens, you can find the following tabs:
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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.
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Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting
.
Figure 6. Downloading extracted pricing template details
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Once downloaded and saved, the pricing template files of the XLSX format, compressed into a ZIP archive, become available on your computer. Any of the Individual XLSX files exported for the pricing template can be amended and then used to configure the pricing template from file import.
Tip
The extracted file version is saved in the system and can be accessed from Export History 
.
