Project Benefits

Modified on Thu, 11 Aug 2022 at 02:12 PM

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 TypeThe benefit type. Indicates whether the benefit is a Resourcing or Non Resourcing record.
Benefit Type 
The type of benefit, whether Qualitative or Quantitative. 
Fiscal YearThe year the benefit applies to.
StartDateThe date that the benefit starts being realised.
TypeThe benefit subtype. 
StatusThe benefit status, i.e. whether the benefit is open or closed. 
ProjectThe project title the benefit applies to. 
ProjectId
Fluid unique project ID. 
ProjectRefThe project external reference. 
ProjectStatusThe current project status.
ParentProjectThe Top Parent project of the project in the project hierarchy.
ParentProjectIdThe unique ID of the Top Parent project. 
ParentProjectRefThe Top Parent project external reference. 
TitleThe benefit title. 
DescriptionThe benefit description. 
ClassificationThis 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.
TaxonThe additional categorisation of benefits. 
CurrencyThe currency code the benefit value is in.

This column only applies to Quantitative Non Resourcing benefits.
AllocationThe benefit resource allocation value.

This column only applies to Quantitative Resourcing benefits.
ValueThe benefit amount for the fiscal year in the default currency.
LocalValueThe benefit amount in the currency the benefit was entered in.

This column only applies to Quantitative Non Resourcing benefits.
RestatedValueThe benefit amount in the restated currency.
ExpenseCategoryThe expense category the benefit applies to.

This column only applies to Quantitative Non Resourcing benefits.
ExpenseTypeThe 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.
CostCentreThe cost centre the benefit applies to.
ProbabilityThe likelihood of the benefit occurring – High, Medium or Low.
OwnerThe name of the owner. 
OwnerIdThe Fluid ID of the owner. 
OwnerRefThe username of the owner. 
ActionDateThe date of when the acknowledgement status was sent to the owner of the benefit. 
ActionStatusThe status of the acknowledgement sent to the owner of the benefit. 
RAGStatusThe RAG status of the entry - specify between RedAmber or Green.
StraplineThe RAG status strapline.
StatusDate
The RAG status date.
CreatedByThe name of the user who created the benefit.
CreatedByIdThe Fluid ID of the user who created the benefit.
CreatedByRefThe username of the user who created the benefit.
LastModifiedByThe name of user that last updated the benefit.
LastModifiedByIDThe Fluid ID of the user that last updated the benefit. 
LastModifiedByRefThe username of the user that last updated the benefit. 
LastModifiedThe date that the benefit was last updated.
BaselineN/A
BenefitId
The benefit unique ID in Fluid.
Guid
Fluid Global Unique Identifier for the benefit.
AU. OnwardsProject benefits custom properties that have been set to Reportable.




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