A business case captures the purpose and objectives for initiating a project or a 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 Tab
This section enables you to define details of the business case such as the purpose, Financial Impact, Business Impact, etc.
STEP 1: Specify the 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 the particular business case as active.
STEP 3: Click on the 'Save' button.
Active Business case is marked with an asterisk. Only one business case can be active for a given project.
 | Business case area defaults to the active business case. The 'Current Case' dropdown allows you to select a previously entered business case. An Active Business case is marked with an asterisk. |
Project Objectives Tab
STEP 1: Click on the 'Business Case Project Objectives' tab.
Objectives that have to be achieved during the project life cycle are listed in the Project Objectives section. Each business case will have objectives for the project. These will be assessed with a rating in 'Evaluation Phase'.
STEP 2: Click 'Add new business case objective'
STEP 3: 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 4: Click on the 'Insert' button to add the objective.
Project Delivery Options Tab
The project delivery option is provided when outsourcing is required for a project. You can define methods to buy or sell a product or a service, in order to achieve the project objective. This section enables the project team to conduct a detailed analysis of the project delivery options.
Administrator can switched off this tab if not required.
STEP 1: Navigate to 'Business Case Project Delivery Options' tab.
STEP 2: In order to record a new delivery option, click on 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 3: Click on the 'Insert' button to add the new project delivery option.
 | The label names, upload fields and functionality available will depend on the system configurations completed by your administrator. |
Exporting the information in the object
- You can export information in the object to formats such as PDF, Word, Excel etc. by clicking on the ‘Export’ icon on the top toolbar.
- Upon clicking the ‘Export’ icon, you will see a preview of information within the object on a new browser tab.
- Click on ‘Export dropdown menu’ icon and select the preferred export format from the menu to download the file in the selected format.
