Creating and Modifying Benefits

This how-to article will help administrators to create and modify project benefits. The user must have access to Portfolio Planning in the TDAdmin interface.

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 cost, and increasing profit. Benefits are created in TDAdmin and then added to a project request and/or project to illustrate the value of the project to the organization.

Using Benefits

Creating Benefits

To create a benefit:

1. In TDAdmin, navigate to Portfolio Planning.
2. Click the Benefits link 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 TDAdmin, navigate to Portfolio Planning.
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 name of the benefit as desired.
5. Click the Save button.