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PPO allows for benefit tracking by making use of the Benefits entity. Planned values are captured at the start of a project and then tracked throughout. Actual values are then entered once the benefit has been realised, which will then automatically calculate the variance and performance of the benefit compared to the planned values. Free text fields for comments are included to provide feedback on qualitative benefits such as employee satisfaction.

Accessing and configuring the Benefit entity

The Benefits entity can be accessed from the Quick Page locator or from the Project View page.


The Benefits entity can also be further configured to show fields for all the additional benefit information that may be required.


For more information on configuring data fields, access the following knowledge base article.

Adding Benefits

The user can add as many benefits as required, by clicking on the Add Benefit icon. Next, the required fields need to be completed, before submitting.


Benefit Reports

The default reports available for the Benefit entity are:

  1. Benefit Realisation Report - the report shows summary information as well as planned, actual and variance values.
  2. Benefit Detail Report – the report shows all the fields on the benefit entity.

For more information on the report explanations access the following knowledge base article.

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