Non-monetary benefit plan form
The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.
| Field | Description |
|---|---|
| Name | Descriptive name of the benefit plan. |
| Work | Demand number to which the benefit plan belongs. |
| Sponsor | Sponsor for the demand. |
| Category | Type of benefit:- Hard: Benefits measured in terms of revenue. - Soft: Benefits measured in terms of value. |
| Sub category | Subcategories of hard and soft benefits. The selection in the Category field determines the available options in this field. |
| Benefit type | Type of the benefit: monetary or non-monetary. |
| Offset type | Indicates when the benefits start realizing. If the value in the selected offset type changes, the benefit plan start date shifts accordingly. For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts to align with the new due date. |
| Start fiscal period | Starting fiscal period. Populated based on values in the Offset field relative to the selected Project or Demand start date or Project or Demand end date, and the Duration in period values.The field is editable if you select None in the Offset type field. When you change the start fiscal period, the associated benefit breakdown values also change. |
| End fiscal period | Ending fiscal period.When you change the end fiscal period, the associated benefit breakdown values also change. |
| Associated benefit | Benefits associated with this benefit plan. |
| Description | Description of the benefit plan. |
| Field | Description |
|---|---|
| Non-monetary entered benefit | Estimated amount of the potential benefit.Any change in the planned benefit on the benefit plan updates the associated benefit breakdown values for future fiscal periods. |
| Measure | Type of measure for the non-monetary benefit plan. The measure types are Count, Percentage, Hours, Days, and Score. The Yes/No options are used to track the benefits that aren’t quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the Benefits achievedcheck box to indicate that the benefits have been achieved. |
| Benefits achieved | Option to indicate if the benefit is achieved. |
| Non-monetary planned benefit | Estimated value of the potential benefit.Any change in the planned benefit on the benefit plan updates the associated benefit breakdown values for future fiscal periods only. |
| Breakdown type | Type of breakdown creation when you save the benefit plan. - None: No breakdowns are created. - Automatic: A non-monetary benefit plan breakdown record is created automatically with data. The breakdown is calculated linearly. - Manual: A non-monetary benefit plan breakdown record is created automatically but without data in the entered benefit column. |
| Non-monetary actual benefit | Actual benefit value rolled up from the actual benefit in the benefit breakdown. |
| Aggregation mode | Determines how the roll-up happens from breakdowns to the benefit plan and updates the values in the Non-monetary planned benefit and Non-monetary actual benefit fields.- Sum: Aggregates data from all breakdowns. - Average: Average value from all breakdowns. - Most recent: Recent breakdown value. - Max: Maximum value among the breakdowns. - Min: Minimum value among the breakdowns. |