Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.
Procedure
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Navigate to .
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From the list of portfolio plans, select a portfolio plan.
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From the Prioritization or Roadmap tab, select the planning item for which you want to capture actual monetary benefits.
The full details page of the planning item is displayed.
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Select the Monetary Benefit Plans related list.
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Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
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Select the value from the Entered benefit field.
- Optional:
You can change the previously captured planned benefit from the Entered benefit field.
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Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.