Capture project, portfolio, and program benefits

While you can define and track standalone benefits in the Strategy area, generally a benefit will be associated with either a strategic goal or with a portfolio, program, or project to define and measure the results of these delivery initiatives.
 

To identify and update benefits:

Defining a benefit

1. Ensure you are in the Strategy tab of the project, program, or portfolio record and click Benefits.
    
2. Click + New from the command bar.
    
3. Fill in the Name field.
   
   Important: It is mandatory and it should be clear and concise to help users identify the benefit in screens, reports, and dashboards.
    
4. Complete the remaining fields in the Benefit pane.
    
5. Provide narratives to define the benefit’s description, goal and dependencies in the Objectives pane.
    
6. Click Save & Close to save the new benefit.
    

Updating a benefit

1. Click on the appropriate benefit from the list.
    
2. Update appropriate fields and select Save & Close.
    

Setting the benefit stage

1. Select and find the benefit you wish set or update the stage.
    
2. Click on the appropriate benefit from the list.
    
3. Select the current stage, identifiable by the double red circle.
    
4. Confirm the checklist items have been completed.
    
5. Click Next Stage to move the benefit to the next stage.
    
6. Select Save & Close.
    

Download Job Aid: Creating and maintaining benefits