in a multi-site study, most budget lines are the same at every site, with local differences in currency, overhead or fees. Cloudbyz CTFM lets teams create line items once, at global, regional or site level, and duplicate them across sites and regions, adjusting only what is local. That makes set-up faster and keeps rates consistent across a portfolio, for large pharma, global multinationals, biotechs, CROs and device companies.
How it works today
- A master budget spreadsheet is copied for every site.
- Local fees, currency and overhead are edited by hand in each copy.
- When a line changes, someone updates dozens of files.
- Some copies are missed, so sites in the same country end up with different rates for the same procedure.
Why consistency matters
- Fair market value. In the US, payments to investigators and institutions should reflect fair market value for the services provided. Consistent, documented rates by country and site type make that easier to show.
- Documented agreements. ICH E6(R3) expects financial terms to be documented in each site agreement (ICH E6(R3), EMA Step 5), so every site's budget needs to be complete and current.
- EU applications. Under the EU Clinical Trials Regulation, financial arrangements are described for each Member State, so country-level budgets need to line up with what was submitted.
Today versus Cloudbyz CTFM
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Task
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Today
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Cloudbyz CTFM
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Set up 50 sites
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Copy and edit 50 spreadsheets
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Duplicate line items to all 50
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Regional differences
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Edited in each copy
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Set at region level, inherited by sites
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Local exceptions
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Hidden in a cell
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Recorded as a site-level change
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Update a fee
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Edit every file
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Update once, apply where needed
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Consistency check
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Manual comparison
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Same source for every site
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What changes by department
- Finance and budget teams: set-up in minutes instead of days, with one source of truth.
- Contracts teams: start every negotiation from the right regional rates.
- Clinical operations: new sites and countries can be added mid-study without rebuilding budgets.
- Compliance: rate differences between sites are visible and explained.
How Cloudbyz CTFM does it
Cloudbyz CTFM is built natively on Salesforce. Line items can be created at global, regional or site level and duplicated across sites and regions, with local currency, overhead and agreed exceptions applied where needed. Budgets stay linked to the study visit plan in Cloudbyz CTMS. Book a demo or visit cloudbyz.com.
