Create a PPM Benefit Plan in the Form Arrangement.
Note:This functionality is only available after you apply
the
mApp Solution.
During the Demand Evaluation, you will create Benefit Items. Benefit
Items are broken into up to 12 quarters. Cost Savings, Revenue, and Cost
Avoidance will be rolled up in the Benefit Years buckets in the Financial
Assessment tab.
To create a PPM Benefit Item:
- In the
Benefit Plan tab, select
New Benefit Item.
- Select a Type from the drop-down list. The Type chosen determines
the form displayed. If you accidentally pick the wrong Type, you must delete
the record and create a new one with the correct Type.
If you choose
Business Value, the value information feeds
into the Business Value Score, and does not have a quarterly benefit view.
- (Optional) Provide a Description and select a Focus Area from
the drop-down list.
- (Optional) Provide a number (1-5) for Benefit If Done and
Impact If Deferred.
- If you choose any other Type from the drop-down list, the form
displays the
Benefit Breakdown section and the
Totals section.
- (Optional) Provide a Description.
- The Total Field (under the
Total section) automatically populates with
the sum of the
Benefit Breakdown section.
- In the
Benefit Breakdown section, enter costs for up
to 12 quarters. The yearly totals are automatically calculated.
You can see the Totals by Year in the Benefit Fields of the
Financial Assessment tab.