Project Benefits
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. |
Taxon | The additional categorisation of benefits. |
Currency | The currency code the benefit value is in. |
Allocation | The benefit resource allocation value. |
Value | The benefit amount for the fiscal year in the default currency. |
LocalValue | The benefit amount in the currency the benefit was entered in. |
RestatedValue | The benefit amount in the restated currency. |
ExpenseCategory | The expense category the benefit applies to. |
ExpenseType | The expense type the benefit applies to. |
Portfolio | The portfolio the benefit applies to. |
SubPortfolio | The subportfolio the benefit applies to. |
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. |