PPM Benefit Plan

Create benefit items to create a PPM Benefit Plan.

During the Demand Evaluation phase, create benefit items.

To create a PPM Benefit Item:

  1. In the Benefit Plan tab, select New Benefit Item.
  2. Select a type. 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.
    1. (Optional) Provide a description and select a focus area.
    2. (Optional) Provide a numerical rating (1-5) for Benefit If Done and Impact If Deferred.
  3. If you choose any other type, the form displays the Estimated Total Benefit field.
  4. (Optional) Provide a description.