Creating and Modifying Benefits

This how-to article will help administrators to create and modify project benefits. The user must have administrator access to the specific Project application.

Overview

Within the context of project and portfolio management, a benefit is a project deliverable that provides value, advantage, or gain for the organization. Examples of benefits include improving employee experience, reducing costs, and increasing profit. Benefits are created in the Project application admin interface and then added to a project request and/or a project to illustrate the project's value to the organization.

Using Benefits

Creating Benefits

To create a benefit:

1. Open the Project app admin UI:
   1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
   2. Global Admins: In TDAdmin, go to Applications, then select the Project application
2. Click Project and Request Sections, then Benefits in the left navigation
3. In the Benefits display window, click the +New button.
4. In the New Benefit popup window, enter the Name of the benefit.
5. Click the Save button.

Modifying Benefits

To modify a benefit:

1. In the Project app admin UI, navigate to Project and Request Sections > Benefits​​​​​​.
2. Click the Benefits link in the left navigation.
3. In the Benefits display window, click the Edit link next to the benefit you’d like to modify.
4. Update the benefit name as desired.
5. Click the Save button.