Business Case

A business case captures the purpose and objectives for initiating a project or task. Information included in a formal business case could be the background of the project, the expected business benefits, expected costs of the project, a gap analysis and the expected risks.

Your administrator can configure the tab titles and business case questions for each project type. The system allows you to submit multiple business cases, with only one case being active at any given time.

Business Case Details

This tab enables you to define details of the business case such as the purpose, Business impact etc.

STEP 1: Specify the following details in the relevant text fields.

Field	Description / Instructions
Current Case	Allows selection of previously entered business cases for modification.
Project purpose	Defines the purpose of the project
Consultation	Records details of consultation undertaken with external parties to achieve the project objective
Business Impact	Define the business impact of achieving the project
Lessons from prior projects	Define the lessons learnt from prior projects which is important to remember when proceeding ahead with the project

STEP 2: Select the 'Make this case Active' tick box to enable a particular business case as active.

STEP 3: Click the 'Save' button to create a new business case.

Active Business case is marked with an asterisk. Only one business case can be active for a given project

Business case area defaults to active business case. The Current Case dropdown allows selection of all previously entered business cases for modification. The Active Business case is marked with an asterisk.

Project Objectives Tab

STEP 4: Click the 'Business Case Project Objectives' tab

Objectives that have to be achieved during the project life cycle are listed in the Project Objectives tab. Each business case will have objectives for the project. This will be assessed with a rating in 'Evaluation Phase'.

STEP 5: Click 'Add new business case objective'

STEP 6: Specify the following to details to create 'Project Objective'.

Field	Description / Instructions	Mandatory / Optional
Name	Title of the objective	Mandatory
Description	A brief description of the objective	Optional
Objective Met by	Ways and means of achieving the objective	Optional

STEP 7: Click 'Insert' to add the data.

Project Delivery Options Tab

The project delivery option is provided when outsourcing is required for a project. That means buying or selling a product or service in order to achieve the project objective. This section enables the project team to conduct a detailed analysis of the project delivery options.

This tab can be switched off by your Administrator if not required.

STEP 8: Go to 'Business Case Project Delivery Options' tab.

STEP 9: To record a new delivery option, click the 'Add new business case option' link and specify the following details.

Field	Description / Instructions	Mandatory / Optional
Name	Title of the option	Mandatory
Description	A brief description of the option	Optional
Advantages	Depicts the advantages of the option	Optional
Disadvantages	Depicts the disadvantages of the option	Optional

STEP 10: Click 'Insert' to add the data.

The labels, fields and functionality available in this area may depend on how your administrator has configured the system.

Last revised: September 23, 2018