How to attach a Benefit to a project and define Target values

Note

Global Benefits are defined by the Administrator in the System Data workspace.

  1. Log in to the HTML5 client.

  2. Select the Home Page workspace, Benefits tab.

  3. Select a project in the selector.

  4. Click on the ATTACH BENEFIT button, and select either the Add a Benefit or Add multiple Benefits command.

  5. If you selected the Add a Benefit command, the Attach to a Benefit popup is displayed.

    1. Click directly on the Benefit name to add it to the project.

    2. In the Track Values popup, enter one or multiple (if distributed) Benefit Target values.

      Note

      Target values can have a unit of type: Cost, Decimal, or Percentage.

    3. Click on the DONE button.

    4. The Benefits list is created.

  6. If you selected the Add multiple Benefits command, the Attach to Benefits popup is displayed.

    1. Select the Benefits you want to add to the project. Then, click on the DONE button.

    2. The Benefits list is created.

    3. Click on the EDIT button available in the Current tile to open the Track Values popup.

    4. Enter one or multiple (if distributed) Benefit Target values.

      Note

      Target values can have a unit of type: Cost, Decimal, or Percentage.

    5. Click on the CLOSE button.

  7. The Benefit Target value displayed in the Current tile is updated.