Portfolio Benefits Tracking
1. Introduction The Benefits Realisation module is designed to capture, manage and track benefits delivered by projects. Benefits can be financial (impacti...
Tue, 24 Nov, 2020 at 2:26 PM
1. Add/ Identify Benefit Categories 1. Select a Company in the drop-down menu and click the pencil icon. 2. Proceed to the Benefits Tracking se...
Tue, 24 Nov, 2020 at 2:27 PM
1. Add a Benefits Tracking Sub-Category 1. In the Benefits Categories section, select and click the Benefit Name. 2. Click the +Benefit S...
Tue, 24 Nov, 2020 at 2:27 PM
1. Configure Benefits Tracking: Customised Fields 1. Select a Company in the drop-down menu and click the pencil icon. 2. In the Project Conf...
Tue, 24 Nov, 2020 at 2:28 PM
1. Portfolio Benefits Tracking 1. To view the ‘Portfolio Benefits Tracking’ page, open Project Focus HQ tool. 2. Login using your ‘Username’ and ‘Pa...
Tue, 24 Nov, 2020 at 2:32 PM
1. Edit Benefits Tracking Date 1. In the Benefits Tracking page under the Benefits Tracking Dates section click the Edit button. 2. Once in the ...
Tue, 24 Nov, 2020 at 2:33 PM
1. Manually Add Benefits Tracking 1. In the Benefits Tracking page under the Benefits Tracking Dates section click the Add Benefits button. 2. I...
Tue, 24 Nov, 2020 at 2:36 PM
1. Update Benefits Tracking 1. In the Benefits Tracking page, click the Benefit Name. 2. In the Benefits Tracking – Benefit Details page, click ...
Tue, 24 Nov, 2020 at 2:36 PM
1. Upload Benefits Tracking 1. In the Benefits Tracking page, click the Upload Benefits button to add multiple project and portfolio benefits. 2....
Tue, 24 Nov, 2020 at 2:36 PM
1. Delete Benefits Tracking 1. In the Benefits Tracking – Benefit Details page, click the Update button. 2. In the Benefits Tracking – Edit Benef...
Tue, 24 Nov, 2020 at 2:37 PM