Portfolio Benefits Tracking

1.0 Benefits Tracking Introduction
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
2.0 Add/ Identify Benefit Categories
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
2.1 Add a Benefits Tracking Sub-Category
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
3.0 Configure Benefits Tracking: Customised Fields
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
4.0 Portfolio Benefits Tracking
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
4.1 Edit Benefits Tracking Date
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
4.2 Manually Add Benefits Tracking
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
4.3 Update Benefits Tracking
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
4.4 Upload Benefits Tracking
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
4.5 Delete Benefits Tracking
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