Benefits Archives - RegoXchange

Benefit Plans QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. The document reviews the process to create a benefit plan and then add it to a cost plan.

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Benefits by Year – Oracle

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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.

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Benefits by Year – Postgres

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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.

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Benefits by Year – SQL

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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.

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Benefits by Year (JS Report)

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Benefits by year report provides the project manager a single place to view Benefit plan and its associated benefit for various years across multiple projects. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Investment Name, Investment Manager, Investment Type, Plan Type and Is Plan of Record?.

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Benefits by Year (Power BI)

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Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?.

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Financial Benefit Details Rollup – Oracle

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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.

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Financial Benefit Details Rollup – Postgres

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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.

Details

Financial Benefit Details Rollup – SQL

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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.

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Planned Benefit by Goal – BT – Oracle

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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.

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Planned Benefit by Goal – BT – Postgres

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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.

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Planned Benefit by Goal – BT – SQL

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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.

Details