View benefit page

This page is shown in Figure 1 and shows all the information relating to the selected benefit.

Figure 1 – Benefit view page

The  top header area allows you to  edit, delete, move or profile this benefit, or add a sub-benefit, action attachment or  comment to this benefit. Some details of the benefit are displayed just below the top header area in subsections, such as the benefit’s location within Psoda, it’s title, description and progress, as well as any workflow information where you may be permitted to request or authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

 Actions

This tab shows an asset listing of all of the actions registered for this benefit, as shown in Figure 2.  By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by editing, deleting, escalating or moving the chosen action.

Figure 2 – Benefit actions tab

Note that you can customise your table view by clicking the edit button at the bottom of the action table or navigate to this same spot to add more actions to this benefit. Here, you can also export this list to Excel or CSV files.

 Attachments

This tab shows an asset listing of all of the attachments that have been added to this benefit, as shown in Figure 3.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.

Figure 3 – Benefit attachments tab

Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this benefit. Here, you can also export this attachment list to Excel or CSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).  

 Benefits

This tab shows the benefits table shown in Figure 4, containing any sub-benefits associated with this benefit. By default, this table provides measurement information about the benefits listed, it’s title and a progress indicator. From here you may also view the workflow profile. From the Actions column of this benefits table, you can act on individual benefits by editing, deleting or moving the chosen benefit or adding a sub-benefit or linking benefits.

Figure 4 – Benefit benefits tab

Note that at the bottom of the table you can add more benefits, or customise your change table view by clicking the edit button to show or hide certain benefit information, or export this benefit list to Excel or CSV files.

 

Benefit map

Instead of a table view, this tab provides a graphical view of your benefits.  The benefits map is generated from the information you put in the benefits table. Figure 5 below shows an example benefits map:

Figure 5 – Benefit Map

This interactive map permits selection of benefits, comments and initiatives to be moved within this map. Zoom in or out on certain map areas using the red arrow on the right-hand side of the map and pan around by clicking on the background and dragging.

 Comments

This tab shows an asset listing of all of the comments that users have made on this benefit, as shown in Figure 7.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting  the selected comment.

Figure 7 – Benefit comments tab

Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this benefit. Here, you can also export this comment list to Excel or CSV files.  

 Details

Figure 8 – Benefit details tab

This tab shows some additional details of the benefit, for example the description, more detailed measurement information, the expression used for report templates and reports, it’s codename to name a few.

 History

This tab shows shows some basic history of the benefit, as shown in Figure 9.  By default, this tab will present you with a number of details about the benefit’s history such as the creation date, creation user, last update date and last update user. If the benefit has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.  

Figure 9 – Benefit history tab

Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.

 

Issues

This tabbed view shows the issues table as seen in Figure 10, listing any issues that have been logged for this benefit. By default, this table provides impact and priority information, plan progress and resolution dates for the issues listed, as well as any actions that can be taken. The workflow column also provides information as to the next workflow transitions available. The Actions column of the issues table provides accessible functions to act on a chosen issue. These functions include editing, escalating, deleting, moving or adding a comment or attachment to that indicator.

Figure 10 – Benefit issues tab

Note that at the bottom of the table you can add more issues, customise your table view by clicking the edit button to show or hide issue information, or export this issue list to Excel or CSV files. At the very bottom of this tabbed view you may have the option to renumber the listed issues, although this will depend on your access rights.

 Reports

Figure 12 – Benefit reports tab

This tab shows a list of reports that you can run for this benefit, as shown in Figure 12.

 Risks

This tabbed view shows the risks table as seen in Figure 13, listing any risks that have been logged for this benefit. By default, you will be shown the risk’s context, reference, title, description, proximity, any workflow transitions that may be available and other details also captured in the screenshot below. The Actions column of this table provides accessible functions to act on a chosen role. These functions include editing, escalating, deleting, moving, or copying a chosen risk. You may also add an issue, comment or attachment to the selected risk via this column as well.

Figure 13 – Risk table

Note that at the bottom of this table you can add another risk, or import a number of risks from a CSV file, or customise your table view by clicking the edit button to show or hide risk information, or export this risk list to Excel or CSV files. At the very bottom of this tabbed view you will be shown which risk view has been applied.

 Workflow timeline

This tab shows you a table containing each of the state transitions that have been applied to this benefit on the associated workflow. Note that you can customise your table view by clicking the edit button, or export this issue list to Excel or CSV files.

Figure 14 – Benefit workflow timeline tab

Below the state transition timeline table, you will be presented with a visual breakdown of the timeline in a GANTT chart, as shown in Figure 14.