Edit Spending and Benefit Plans of Project Page

Overview

Use this page to edit spending and benefit plans for each time period in which your organization wants to track ROI for a specific project. You can also use the page to specify the annual discount rate and period.

Screen Elements

Date field

The month, quarter, or year in which you want to track ROI for this project. The dates listed correspond to the choice you made in the Specify the timescale for entering ROI spending and benefit plans list on the previous page. You will see one of the following series of dates for editing your spending and benefit plans depending on the timescale selected:

  • Twelve (12) months within a single year
  • Eight (8) quarters spanning two (2) years
  • Ten (10) years

Spending Plan field

The anticipated or actual project spending for the corresponding time period.

Benefit Plan field

The anticipated or actual profit or benefit portion for each time period. Typically, the benefit plan begins after the project has completed.

Note: The plan values you enter should not be discounted and can represent positive or negative amounts. Regardless of the timescale selected for display, spending and benefit plan values are stored in the database by month. Quarterly and decade totals are computed by totaling the respective 3-month or 12-month periods. When you edit a value on a year/quarter timescale, the new value is stored into the database in the first month of the quarter; the remaining two months store a value of zero. Likewise, when you edit a value on a decade/year timescale, the new value is stored into the database in the first month of the year; the remaining eleven months store a value of zero.

Annual Discount Rate field

The interest rate associated with the cost of an investment from your commercial bank or another funding source.

Valid values are 0 to 100. This rate is used to calculate Total Spending Plan Present Value and Total Benefit Plan Present Value.

For example, an annual growth rate of an investment such as 4.75% can be used as an annual discount rate. This rate is used when a future value is assumed and you are trying to find the required net present value.

Discount Application Period list

The time interval (month, quarter, or year) used to determine how the discount rate is applied in calculating the present value of the spending and benefit plans. When you change this field value, the application recalculates the discounted TPV of both the spending and benefit plans as well as the NPV, ROI, and Payback Period for the project.

Getting Here

  1. Click "" Portfolios.
  2. On the Portfolio navigation bar, click "" ROI.
  3. On the Portfolio ROI page, click the Details link for a project.
  4. On the Return on Investment of Project page, click Edit Spending and Benefit Plans.

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