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How to Create Financial Summaries › Manage Planned Cost and Benefit

Manage Planned Cost and Benefit

Create the planned cost and planned benefit data for your investment in the financial summary. If a detailed cost plan and benefit plan exists for the investment, you can view the pre-populated planned cost and planned benefit data in the summary.

Follow these steps:

  1. Open the investment.
  2. Open the Properties menu and click Financial Summary under Properties.
  3. Enter the planned cost and benefit data, or view the following data if a detailed financial plan exists:
    Planned Cost

    Defines the total planned cost for the investment. The value is distributed between the Planned Cost Start and the Planned Cost Finish dates.

    Planned Cost Start

    Defines the date when the planned cost for this investment starts. This field is populated from the start date defined on the investment schedule.

    Planned Cost Finish

    Defines the date when planned cost for this investment ends. This field is populated from the finish date defined on the investment schedule.

    Planned Benefit

    Defines the total planned benefit you can receive from this investment.

    Planned Benefit Start

    Defines the date when planned benefit starts for this investment.

    Planned Benefit Finish

    Defines the date when planned benefit ends for this investment.

  4. Review the following cost and benefit metrics to evaluate the value the investment provides to the company. If planned cost and benefit values are not defined, these metrics display no value:
  5. Save any changes.