Benefits Status
By using a lookup field, the user can select the most appropriate overall status for the benefits and provide any associated commentary. This information can be updated in real-time.
Adding Benefits
This is where the user can record details regarding the planned and actual benefits of delivering the project or activity. For example, increased staff satisfaction, better collaborative working, new products etc. The individual benefits can be added to the project table via Add.
Benefit information can be entered using the simple form containing lookup, text, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Updating Benefits
Click on Edit against the individual benefit to amend the information in the form.
The Updates area at the bottom of the form can also be used to record regular progress updates. Click Add to record a new update.
Remember
- Owners must be added to the Team Members control, otherwise they will not have permission to access the project or activity.
- The project table layout can be changed from ‘Summary’ to ‘Edit All’ view by clicking on the downward arrow next to Add and selecting Layout. Click here for more information on how users can sort, filter or group their data in the project tables.