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.

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.