Step 1: General and Cost Information This Step involves entering information the and headings (grey-coloured columns) in the Detail “General” “Cost” Worksheet. The information to be entered in this section can be taken from the Project Business Case. and “General” “Cost” Explanation / Instruction Items Project # Enter the sequential number based on the initial data entry position. It is used to sort the Projects if necessary. Project ID The Business Case Project ID. This is a unique Identification Number for the Project. The Project ID is found _____. Project Name the Project Name as exactly on the Business Case. Department Select the Department from the drop down list. Service - sub-service The Sub-service Category from the Service View Budget. Select the sub-service category from the drop down list. Project Owner Enter the name of the Project Sponsor or Project Manager. Investment Type Choose between the two types of investments from the drop-down list: Project or Program Number of Projects Enter the number of Projects included in the Program. included in Program For linear Projects, it may be difficult to know the number of Projects included in the Program. In that case, estimate the number of Projects you will/could do for the investment amount requested. Capex Enter the Capital Expenditure in $K required to complete the Project. For Programs, include one year of Capital Expenditure. Grants and other Enter the value of any external funding that the investment will receive. external funding Capex - external funding, Automatically subtracts the external funding from the Capex value (if a Program), then adjusted for programs divides the amount by the number of Projects within a Program. Step 2: Benefit Analysis This Step involves entering information under the Analysis” heading (red-coloured columns) in the Detail “Benefits Worksheet. This Step requires the use of the Evaluation Sheet” in the Benefit Evaluation Criteria Procedure to help “Benefit assess each Benefit Criteria.
Step 1: General and Cost Information This Step involves entering information the “General” and “Cost” headings (grey-coloured columns) in the Detail Worksheet. The information to be entered in this section can be taken from the Project Business Case. “General” and “Cost” Items Explanation / Instruction Project # Enter the sequential number based on the initial data entry position. It is used to sort the Projects if necessary. Project ID The Business Case Project ID. This is a unique Identification Number for the Project. The Project ID is found _____. Project Name the Project Name as exactly on the Business Case. Department Select the Department from the drop down list. Service - sub-service The Sub-service Category from the Service View Budget. Select the sub-service category from the drop down list. Project Owner Enter the name of the Project Sponsor or Project Manager. Investment Type Choose between the two types of investments from the drop-down list: Project or Program Number of Projects included in Program Enter the number of Projects included in the Program. For linear Projects, it may be difficult to know the number of Projects included in the Program. In that case, estimate the number of Projects you will/could do for the investment amount requested. Capex Enter the Capital Expenditure in $K required to complete the Project. For Programs, include one year of Capital Expenditure. Grants and other external funding Enter the value of any external funding that the investment will receive. Capex - external funding, adjusted for programs Automatically subtracts the external funding from the Capex value (if a Program), then divides the amount by the number of Projects within a Program. Step 2: Benefit Analysis This Step involves entering information under the “Benefits Analysis” heading (red-coloured columns) in the Detail Worksheet. This Step requires the use of the “Benefit Evaluation Sheet” in the Benefit Evaluation Criteria Procedure to help assess each Benefit Criteria.