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. 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.

  7. If the Benefit Unit and Value Type have not yet been initialized, the following Empty State will be displayed in the Current tile.

    BenefitCardEmptyState.png

    1. Click on the CREATE button available in the Current tile to open the Benefit Unit and Value Type popup, to select the Benefit Unit and Value Type, then click on the DONE button.

      Note

      The Unit can either be: Decimal, Cost, or Percentage.

      The Value Type can either be: Distributed, or Lump Sum.

    2. Enter one or multiple (if distributed) Benefit Target values in the Track Values popup, then click on the CLOSE button.

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

    4. Repeat the operation for each newly attached Benefit if you previously selected the Add multiple Benefits command.

  8. If the Benefit Unit and Value Type have previously been initialized:

    BenefitCardCurrentAndTarget.png

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

    2. Enter one or multiple (if distributed) Benefit Target values, then click on the CLOSE button.

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