Overview of project Planned Benefit

Last update: December 12, 2024

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The Planned Benefit is the estimated amount of money that an organization might benefit from if a project is completed.

The Planned Benefit is not calculated by Adobe Workfront. As the Project Owner, you manually specify the Planned Benefit of a project in the Business Case. We recommend that each organization establish a policy as to how this value is determined.

The Planned Benefit of a project affects the Net Value of a project.
For more information about calculating the Net Value of a project, see the article Calculate Net Value.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront planAny
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurationsEdit access to Projects and Financial Data
Object permissionsManage permissions to the project with permissions to Manage Finance

For more detail about the information in this table, see Access requirements in Workfront documentation.

Locate the Planned Benefit of a project

You can view or update the Planned Benefit of a project in the following areas in Workfront:

  • In the Business Case Summary.
    For more information about the Business Case of a project, see the article Create a Business Case for a project.

  • In a project report, when you add the Planned Benefit column to the view of the report.
    For more information about building reports in Workfront, see the article Create a custom report.

  • In the Portfolio Optimizer.
    For more information about the Portfolio Optimizer, see the article Portfolio Optimizer overview.

Update the Planned Benefit of a project

  1. Go to a project for which you wish to update the Planned Benefit.

  2. Click Business Case in the left panel.

  3. Click Edit Project Info and specify the planned benefit amount in the Planned Benefit field.

  4. Click Save.

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