1. Manually Add Benefits Tracking


1. In the Benefits Tracking page under the Benefits Tracking Dates section click the Add Benefits button. 

 

 

2. In the Add Benefits page under the Benefits Tracking Benefit details, enter the necessary information:

  • Add a Benefit Name.
  • Enter a Description for the Benefit.
  • Create an Assumption for the Benefit that you will add.
  • Set the Priority for the Benefit using the drop-down menu.
  • Choose a Benefit Category and Benefit Sub-Category from the drop-down menu.


 

  • Select the Benefit Type as either Quantitative (Benefit trait based on quantity) or Qualitative (Benefit trait based on quality) from the drop-down menu.
  • Choose a Metric Type from Financial, Percentage, Number, or Level.
  • If a Benefit Cost Centre ID exists, tick the Benefit Cost Centre ID checkbox and enter the Benefit Cost Centre ID in the data field provided. 
  • Enter the Benefit Project Department.
  • Select a Benefit Project Category from the drop-down menu.
  • Add an Owner.
  • Add a Validator.
  • Enter the Benefit Level.

 

 

3. In the Tracking section, provide all Planned Values for all months across the Benefits Tracking duration.


 

4. Click the Add Benefit button once done.