In this article, we will review the usage of the Benefits Registry report pack.
The benefits registry in this PPM Express report pack is represented by two groups of reports: Fiscal and Non-Fiscal.
The registry contains data on the benefits of the following entities: Portfolios, Programs, and Projects.
It is expected that users will select a specific portfolio/program/project to work with the registry. The filter for selecting the appropriate portfolio/program/project is on the filter panel. The name of the selected entity is displayed in the header of the report:
You can hold down the CTRL button to select multiple values in the filter.
The Date range of the displayed data is determined by the values selected in the YEAR slider. By default, the current year is selected:
You can define the period by which the data is grouped in the tables using the corresponding buttons on the right:
The rows in the tables can also be grouped as required:
The Fiscal Benefits Summary section displays the information in the following way:
- Forecast Benefits, Baseline Benefits, and Actual Benefits are fiscal benefits metrics.
- Forecast Budget and Baseline Budget are fiscal budget metrics.
- Forecast Variance = Forecast Benefits - Baseline Benefits.
- Actual Variance = Actual Benefits - Baseline Benefits.
- Estimated ROI = (Forecast Benefits - Forecast Budget) / Forecast Budget.
- Estimated ROI Baseline = (Baseline Benefits - Baseline Budget) / Baseline Budget.
The Non-Fiscal reports are presented as tables.
Benefits metrics in the tables are calculated only at the Category and/or SubCategory levels. Data aggregation at the upper levels of the table hierarchy, including Totals, is not performed because the measurement type may differ for Categories and/or SubCategories.