Overview of project Planned Benefit
The Planned Benefit is the estimated amount of money that an organization might benefit from if a project is completed.
The Planned Benefit is not calculated by ÃÛ¶¹ÊÓƵ Workfront. As the Project Owner, you manually specify the Planned Benefit of a project in the Business Case. We recommend that each organization establish a policy as to how this value is determined.
The Planned Benefit of a project affects the Net Value of a project.
For more information about calculating the Net Value of a project, see the article Calculate Net Value.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard or Current: Plan |
| Access level configurations | Edit access to Projects and Financial Data |
| Object permissions | Manage permissions to the project with permissions to Manage Finance |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Locate the Planned Benefit of a project
You can view or update the Planned Benefit of a project in the following areas in Workfront:
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In the Business Case Summary.
For more information about the Business Case of a project, see the article Create a Business Case for a project. -
In a project report, when you add the Planned Benefit column to the view of the report.
For more information about building reports in Workfront, see the article Create a custom report. -
In the Portfolio Optimizer.
For more information about the Portfolio Optimizer, see the article Portfolio Optimizer overview.
Update the Planned Benefit of a project
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Go to a project for which you wish to update the Planned Benefit.
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Click Business Case in the left panel.
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Click Edit Project Info and specify the planned benefit amount in the Planned Benefit field.
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Click Save.