Actualized & Projected Benefit Reporting

Video Trainings & Knowledge Base Articles

Links to Training Videos and Knowledge Base Articles

Actualzied and Projected Video Link

ACTUALIZED & PROJECTED REPORTING TYPES
There's more to a Benefit than just price per unit. To fully and accurately report Benefit, use the Actualized and Projected Reporting Types in Benefit Bank.

Watch Actualized & Projected Reporting Video

 

What are Activities video link


BUILDING BENEFITS WITH ACTIVITIES
When an agreement returns multiple types of Benefit to the University, we use Activities to clearly detail the total contribution of those types of Benefit.

Watch Building Benefits w/Activities Video

 

How to Add Activities video link


HOW TO ADD MORE ACTIVITIES TO A BENEFIT
Each procurement event should have one and only one Benefit associated with it. Each Benefit can have multiple Activities. The process of adding more Activities to a Benefit is called Layering.

Watch Add More Activities Video

 

Approving Benefits Video link


APPROVING MULTI-ACTIVITY BENEFITS

Using this one best practice can help Approvers avoid many issues with approving multi-activity Benefits. 

Watch Approver Best Practice Video