The Benefits export file lists both qualitative and quantitative benefits of a project and its associated sub-projects. The export provides project managers with the visibility over the value allocation of both resource & non-resource benefit types.
Project Benefits can be downloaded from Project Workspaces or Project Dashboards.
Column description
Column & Title | Description |
| Finance Type | The benefit type. Indicates whether the benefit is a Resourcing or Non Resourcing record. |
| Benefit Type | The type of benefit, whether Qualitative or Quantitative. |
| Fiscal Year | The year the benefit applies to. |
| StartDate | The date that the benefit starts being realised. |
| Type | The benefit subtype. |
| Status | The benefit status, i.e. whether the benefit is open or closed. |
| Project | The project title the benefit applies to. |
| ProjectId | Fluid unique project ID. |
| ProjectRef | The project external reference. |
| ProjectStatus | The current project status. |
| ParentProject | The Top Parent project of the project in the project hierarchy. |
| ParentProjectId | The unique ID of the Top Parent project. |
| ParentProjectRef | The Top Parent project external reference. |
| Title | The benefit title. |
| Description | The benefit description. |
| Classification | This column is only applicable to Resourcing benefits and represents the name of rate card applied to the benefit. This column only applies to Quantitative Resourcing benefits. |
| Taxon | The additional categorisation of benefits. |
| Currency | The currency code the benefit value is in. This column only applies to Quantitative Non Resourcing benefits. |
| Allocation | The benefit resource allocation value. This column only applies to Quantitative Resourcing benefits. |
| Value | The benefit amount for the fiscal year in the default currency. |
| LocalValue | The benefit amount in the currency the benefit was entered in. This column only applies to Quantitative Non Resourcing benefits. |
| RestatedValue | The benefit amount in the restated currency. |
| ExpenseCategory | The expense category the benefit applies to. This column only applies to Quantitative Non Resourcing benefits. |
| ExpenseType | The expense type the benefit applies to. This column only applies to Quantitative Non Resourcing benefits. |
| Portfolio | The portfolio the benefit applies to. This column only applies to Quantitative Resourcing benefits. |
| SubPortfolio | The subportfolio the benefit applies to. This column only applies to Quantitative Resourcing benefits. |
| CostCentre | The cost centre the benefit applies to. |
| Probability | The likelihood of the benefit occurring – High, Medium or Low. |
| Owner | The name of the owner. |
| OwnerId | The Fluid ID of the owner. |
| OwnerRef | The username of the owner. |
| ActionDate | The date of when the acknowledgement status was sent to the owner of the benefit. |
| ActionStatus | The status of the acknowledgement sent to the owner of the benefit. |
| RAGStatus | The RAG status of the entry - specify between Red, Amber or Green. |
| Strapline | The RAG status strapline. |
| StatusDate | The RAG status date. |
| CreatedBy | The name of the user who created the benefit. |
| CreatedById | The Fluid ID of the user who created the benefit. |
| CreatedByRef | The username of the user who created the benefit. |
| LastModifiedBy | The name of user that last updated the benefit. |
| LastModifiedByID | The Fluid ID of the user that last updated the benefit. |
| LastModifiedByRef | The username of the user that last updated the benefit. |
| LastModified | The date that the benefit was last updated. |
| Baseline | N/A |
| BenefitId | The benefit unique ID in Fluid. |
| Guid | Fluid Global Unique Identifier for the benefit. |
| AU. Onwards | Project benefits custom properties that have been set to Reportable. |
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