How to evaluate a Benefit of a project

  1. Log in to the HTML5 client.

  2. Select the Home Page workspace, Benefits tab.

  3. Select a project in the selector.

  4. The Benefits list is displayed.

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

    BenefitCard.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 Current values in the Track Values popup, then click on the CLOSE button.

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

  6. 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 some Benefit Current values, then click on the CLOSE button.

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

  7. It is then possible to compare the Benefit Target value with the Benefit Current value.