Capture actual monetary benefits
Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.
Before you begin
- Create monetary benefit plans for your projects in Project Workspace
- Role required: sn_align_ws.spw_financial_user
Procedure
- Navigate to and open a project.
- Select the Monetary Benefit Plans related list.
- Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
- Select the value from the Entered benefit field.
- Optional: You can change the previously captured planned benefit from the Entered benefit field.
- Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.