Financial Benefit Details Rollup – Postgres

This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:

• Sub-Object (Benefit Plan Details, Parent = Project)
• Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
• Process: Update sql – Cost Benefit Plans (one-time script to update Projects)

The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans.

Users who install this base solution will want to consider:

• Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
• Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
• Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
• Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view

Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.