Tracking Task by Task Financial Impact

What is Impact?

 

Step

Click

Visual

1

What is Impact?

  • The financial impact by task will rollup to the folder level and again for the entire action plan.

2

From the Set Up Tab of the Action Plan

  • Choose the UOM

    • In an X-Matrix Action Plan --typically you would choose the same UOM being measured in the TTI associated with the action plan.

  • Choose how you want the values to be summed at the folder level

3

Adding the Task Impact

  • Click on the task name to open

  • Enter values for impact

 

 

 

 

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