What are Benefits?
A benefit is an outcome of a project or activity that is seen as a positive change by one or more interested parties.
Benefits Status
By using the dropdown field, you can select the most appropriate overall status for the benefits and provide any associated commentary. This information can be updated in real-time.
Adding Benefits
This is where you can record details regarding the planned and actual benefits of delivering your project or activity. For example, increased staff satisfaction, better collaborative working, new products etc. The individual benefits can be added to the project table via Add.
Benefit information can be entered using the simple form containing dropdowns, text, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Updating Benefits
Click on Edit against the individual benefit to amend the information in the form.
The Updates area at the bottom of the form can also be used to record regular progress updates. Click Actions > Add to record a new update.
Top Tips
- Owners must be added to the Team Members table, otherwise they will not have permission to access the project or activity.
- The layout of the benefits table can be changed to an Edit All view by clicking on the downward arrow next to Add and selecting Layout. Click on the following highlighted link for more information on tailoring your project table layout.
- Click on the following link to learn how to print out your benefit summary report - How to print specific parts of your project.