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 planning items in Strategic Planning
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select a portfolio plan.
3. 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.
4. Select the Monetary Benefit Plans related list.
5. Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
6. Select the value from the Entered benefit field.
7. Optional: You can change the previously captured planned benefit from the Entered benefit field.
8. Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.