Tracking the return on investment against a closed project

[TPigeon]

Is there a way to track the stated ROI on a project after it is closed in SN?  What I am trying to determine is Project XYZ states it can save $2million dollars over the next two years can we track how much it has saved in year one and then year two after the project is closed? Does the tool allow you to type/enter those dollars against a closed project?  Can this tool be used to be the source for the portfolio and what is stated for revenue or cost savings and can I track it against the project.

I'd love to be able to go back after a year and add those comments in against a closed project that said in year one we should have saved $1 million dollars due to this project but maybe we only saved $500,000.

Let me know if I am missing this documentation somewhere. 

[Jon Miller1]

You're not alone in missing the documentation as many people (myself included) are looking for it! It is technically possible to do everything you asked but something seems missing in the current ServiceNow releases.

We just upgraded to Utah (I literally mean today!) and I haven't looked to see if anything's changed. But, for the last few releases, you've been able to create Benefit Plans against Demand and they flow over to the resulting Project. There is a spot to record "actuals" against each Benefit Plan. But there are no forms or process behind it. I would like to see some kind of "Value Realization Workspace" (or something similar) where Benefit Plans are tracked from creation through to their end date, regardless of project state.

I have to implement this sometime this year and I'll probably put together a RACI, some reports and a dashboard. But, like I say, maybe something's there out-of-the-box that I've not found yet.

-Jon