Benefits > Add Benefits

To add a Benefit, proceed as follows:

➢Click on New Benefit. ▶ The Quick Create: Benefit form for creating a Benefit opens.

▪Fill out the form:

▶ To add a Benefit, the mandatory fields must be filled out. All mandatory fields are marked with a red star.

▪General:

▪Title: Enter a meaningful name for the Benefit.

▪Project: The current project is selected by default.

▪Owner: Creator of the Benefit. The current user is entered by default.

▶ You can select a different project and owner by clicking on the search icon (magnifying glass) and selecting a different project or owner from the drop-down menu.

▪Benefit Owner:

➢Click on the input field, then press the Enter key and enter the responsible person.

▪Description:

➢Enter a meaningful description of the Benefit.

▪Benefit Type:

➢Click in the field and select the Benefit Type from the drop-down menu.

▪Measurement Frequency:

➢Enter the measurement frequency.

▪Measurement Process:

➢Enter the measurement process.

▪Benefit State:

➢Click in the field and select the status from the drop-down menu.

▪Benefit Category:

➢Click in the field and select the category from the drop-down menu.

▪Benefit Amount:

➢Enter the amount.

▪Benefit Target:

➢Enter a meaningful description.

▪Benefit Target Date, Baseline Data Date, Benefit Realized Date:

➢Click on the calendar icon and enter the date.

▪Benefit Amount Realized:

➢Enter the amount.

➢Click Save and Close.

➢Click the down arrow and Save & Create New to add another Benefit.

▶ A Benefit is added.

▶ The Benefit appears in the Active Benefits table.