Benefit

What are Benefits?

A Benefit is a positive outcome resulting from the Project. Benefits are categorised into two types: Tangible or Intangible.

Tangible Benefit Properties

Name Description Possible Values
ID Unique Benefit reference number. Number - Generated by the application.
Description Full description of the tangible benefit. Text.
Item Quantity Amount of Benefit realised. Number. (0 - 1000000000.00)
Unit Amount Benefit in monetary terms. Currency. (£0 - £1000000000.00)
Benefit Frequency Amount of times the Benefit is to be realised. Number. (0 - 1000000000.00)
Total Benefit Total calculated from above 3 values. Number - Generated by the application.

Intangible Benefit Properties

Name Description Possible Values
Description Full description of the intangible benefit. Text.

Locating Benefits

Benefits can be located in the following Documents:

Document Can Manage
Business Case

Managing

Creating a new Benefit

Clicking on the New button will display a context menu with an option to create a new Tangible or Intangible Benefit. Selecting an option will display a child window so a new Benefit can be recorded.

Once the Description is set the new Benefit can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Benefit can be successfully saved.

Upon successful completion of creating a new Benefit the child window will close, a success message will display at the bottom of the application and the newly created Benefit will be selected in the DataGrid.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Benefit

Selecting a Benefit and clicking on the Edit button will display a child window so the Benefit can be edited. Alternatively the row can be double-clicked to perform the same action.

Once all necessary changes have been made the Benefit can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the Benefit can be successfully saved.

Upon successful completion of the editing process the child window will close and a success message will display at the bottom of the application.

If the Cancel button is clicked, the child window will close and any changes will be cancelled.

Removing a Benefit

Selecting the Benefit to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Benefit will not be removed. If Yes is clicked the selected Benefit will be removed and a successful removal message will be displayed at the bottom of the application.

If the last Benefit on a page is removed the DataGrid will navigate to the previous page upon successful removal.

Importing Benefits

The Business Case has the ability to import Benefits from other Projects via the Import feature of the Document.

Clicking the Import button will display the Import Document child window.

In order to view and import Benefits from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any other Projects in the application.

From the import button there are two options for importing Benefits within the Business Case:

Import Current Tab - Imports all data on the currently selected tab. If the intention is to import Benefits, the selected tab must be the Benefits tab.

Import All - Imports all Document data, including any Benefits identified on the Benefits tab.

Upon successful import the Import Document child window will close, a success message will be displayed at the bottom of the application and the last of the newly imported Benefits will be selected.