This in-depth video goes through the entire Benefit entry process.
If you are not into watching videos, all the information you need is also detailed below.
Each procurement event should have ONE and ONLY ONE Benefit associated with it.
Each Benefit can have multiple Benefit Activities. The process of adding additional Activities to a Benefit is called Layering.
One Procurement Event Generates One Benefit
To accurately report our Benefits, each procurement event should have one, and only one, Benefit ID in Benefit Bank. Each Benefit ID can have multiple Activities.
In the example above, this is one Benefit with it's initial Activity and three additional Activities.
One Benefit = Initial Activity + Additional Benefit Activities (optional)
Think of Benefits like cake. A cake can have one layer, or a cake can have many layers. For each procurement event, you only get one cake.
One procurement event makes one cake with as many layers as needed
One procurement event should never make lots of one-layer-only cakes
Layering in a new Activity
On the Dashboard, search for your original Benefit. Open it by clicking the magnifying glass icon.
TIP
If your Benefit has multiple Activities already, you can open any approved Activity to add a new Activity.
When the "Review Benefit" screen loads, scroll to the bottom of the page and use the "Add Activity" button to add your new Activity to the approved Benefit.
Continue the Benefit entry process. If you need a refresher on entering Benefits, check out the User Quick Start Guide.
Need help figuring out whether a new Benefit layer is Actualized or Projected? Look at these Actualized and Projected examples.
Is the "Add Activity" button missing?
- You can only add additional Benefit Activity layers once the original Benefit has been approved. If you don't see the Add Activity button, the original Benefit has not been approved.
- Only the original submitter can layer in new Activities to an existing Benefit. If the original Benefit submitter is no longer with the team, new Activity layers can not be added to the Benefit. A new Benefit must be created and a reference to the original Benefit should be added in the Notes section.
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