Benefits

Benefits Status | Adding Benefits | Updating Benefits


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, the user 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 the user can record details regarding the planned and actual benefits of delivering the 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 Actions > Add.

Benefits

Benefit information can be entered using the simple form containing dropdowns, text, date and user picker fields.

Benefits Form

Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. 


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.


Remember

  • Owners must be added to the Project Team, otherwise they will not have permission to access the project or activity. 
  • The layout of the project table can be changed to view the data in the Edit All view using Actions > Layout.
  • Click on the highlighted links to take a look at our Features section in the Knowledge Hub for more information on notifications, changing the project table layout and the other options visible in the menu.