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Configuration Template: edison365businesscase

This article describes a range of recommended configuration solutions for use within the edison365businesscase module.

Introduction
1. Purpose
2. Summary
Fields
1. Summary
2. Configuration
Tables
1. Summary
2. Configuration
Forms
1. Summary
2. Configuration
  1. Simple
  2. Standard
  3. Major
Types
1. Summary
2. Configuration
  1. Simple
  2. Standard
  3. Major

1. Introduction

a. Purpose

This article provides instructions for managing the edison365ideas application and covers administrative tasks related to application configuration and administration.

The purpose of this article is to provide a range of recommended configuration solutions for use within the edison365businesscase module. These high-level configurations provide administrators clear instructions on the components required to configure the module. These configurations have been designed with a range of maturity and capability in mind, so that users across the spectrum can develop working solutions that meet their needs most effectively.

This article is not intended to provide training or guidance on how to technically or practically configure the app.

This is available through the product guidance information here

b. Summary

This article will cover the core components of configuration, and does not include recommendations for branding or themes as this will be bespoke for each customer. Configuration should be addressed in the sequential order listed below, working through:

Fields
Tables
Forms
Types

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2. Fields

a. Summary

Fields are the most basic component within the module. Each subsequent component is built using fields. As such, fields should be configured first. There are numerous ways to classify fields – and by doing so, restricting how users enter information.

b. Configuration

Field name	Type	List Contents
Alternative Option	Textbox
Anticipated Outcomes	Rich text
Benefit Category	Choice	Tangible Intangible Planned Emergent Direct Indirect
Business Goal / Objective	Textbox
Business Options	Rich text
Contingency Plan	Textbox
Cost Category	Choice	Labour External Resources Hardware Equipment Software Hardware Machinery Sub contractors Consumables
Cost Type	Choice	Capex Opex
Description	Textbox
Executive Summary	Rich text
Impact	Number	1 - 5
Issue	Rich text
Justification	Rich text
Method of Measurement	Textbox
Milestone / Deliverable	Textbox
Mitigation Plan	Textbox
Name	Textbox
Organizational Impacts	Rich text
Owner	People Picker
Priority	Choice	Low Medium High
Probability	Number	1 - 5
Problem Definition Summary	Rich text
Program	Choice	Business Transformation Digital Upgrade
Project Category	Choice	Marketing New Product Development HR Engineering IT Manufacturing Business Expansion
Project Description	Rich text
Reason for not proceeding	Textbox
Recommendation	Rich text
Role	Choice	Sponsor Project Manager Manager Technician Developer
Target Date	Date
Target End	Date
Target Start	Date

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3. Tables

a. Summary

Tables are built from multiple fields. Fields must first be configured before tables can be configured. There are multiple table types available, as with fields, intended to allow users to capture information flexibly and simply.

b. Configuration

i. Goals and Objectives

Table Name:	Goals and Objectives		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Business Goal / Objective	Column 1	350		False
Description	Column 2	500		False

ii. Costs

Table Name:	Costs		Table Type:	Periodic
Field Name	Position	Min Width	Row Preset	Read Only
Description	Column 1	200		False
Cost Category	Column 2	300		False
Cost Type	Column 3	300		False

Default view = Periodic
Data type = Cost
Period column minimum width = 60
Total column minimum width = 60
Grand total column minimum width = 110

iii. Financial Benefits

Table Name:	Financial Benefits		Table Type:	Periodic
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	200		False
Benefit Category	Column 4	200		False

Default view = Periodic
Data type = Cost
Period column minimum width = 60
Total column minimum width = 60
Grand total column minimum width = 110

iv. Non-Financial Benefits

Table Name:	Non-Financial Benefits		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	200		False
Benefit Category	Column 4	200		False
Target Date	Column 5	200		False
Method of Measurement	Column 6	200		False

v. Financial Disbenefits

Table Name:	Financial Disbenefits		Table Type:	Periodic
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	200		False
Benefit Category	Column 4	200		False

Default view = Periodic
Data type = Cost
Period column minimum width = 60
Total column minimum width = 60
Grand total column minimum width = 110

vi. Non-Financial Disbenefits

Table Name:	Non-Financial Disbenefits		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	200		False
Benefit Category	Column 4	200		False
Target Date	Column 5	200		False
Method of Measurement	Column 6	200		False

vii. Project Timescales

Table Name:	Project Timescales		Table Type:	Task
Field Name	Position	Min Width	Row Preset	Read Only
Milestone / Deliverable	Column 1	500		False
Target Start	Column 2	250		False
Target End	Column 3	250		False

viii. Resource Demand

Table Name:	Resource Demand		Table Type:	Periodic
Field Name	Position	Min Width	Row Preset	Read Only
Role	Column 1	300		False

Default view = Periodic
Data type = Effort
Effort Unit = Hours
Period column minimum width = 60
Total column minimum width = 60
Grand total column minimum width = 110

ix. Risks

Table Name:	Risks		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	300		False
Probability	Column 4	150		False
Impact	Column 5	150		False
Mitigation Plan	Column 6	300		False
Contingency Plan	Column 7	300		False

x. Assumptions

Table Name:	Assumptions		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	300		False

xi. Issues

Table Name:	Issues		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	300		False

xii. Dependencies

Table Name:	Dependencies		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Name	Column 1	200		False
Owner	Column 2	300		False
Description	Column 3	300		False

xiii. Alternatives Analysis

Table Name:	Alternatives Analysis		Table Type:	Standard
Field Name	Position	Min Width	Row Preset	Read Only
Alternative Option	Column 1	450		False
Reason for not proceeding	Column 2	450		False

xiv. Investment Appraisal

Table Name:	Investment Appraisal	Table Type:	Aggregated
Table Name	Position
Financial Benefits	Row 1
Costs	Row 2

Calculated Rows
- ROI = Financial Benefits - Costs
Period column minimum width = 60
Total column minimum width = 60
Grand total column minimum width = 110

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4. Forms

a. Summary

Forms are built from fields and tables. Fields and Tables must be configured before forms can be configured. Each form can hold a maximum of 8 tabs.

b. Configuration

i. Simple

Tab	Tab Name
Tab 1	Executive Summary
Tab 2	Cost / Benefit Analysis
Tab 3	Schedule / Risks
Tab 4	Recommendation
Tab 5	Not used
Tab 6	Not used
Tab 7	Not used
Tab 8	Not used

Executive Summary
Zone Type	Form Designer
One column	Executive Summary Field
One column	Project Description Field
Three column	Program Field	Project Category Field	Priority Field
One column	Goals and Objectives Table

Cost / Benefit Analysis
Zone Type	Form Designer
One column	Costs Table
One column	Financial Benefits Table
One column	Investment Appraisal Table

Schedule / Risks
Zone Type	Form Designer
One column	Project Timescales Table
One column	Resource Demand Table
One column	Risks Table

Recommendation
Zone Type	Form Designer
One column	Alternatives Analysis Table

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ii. Standard

Tab	Tab Name
Tab 1	Executive Summary
Tab 2	Challenge Definition
Tab 3	Cost / Benefit Analysis
Tab 4	Schedule
Tab 5	Risks and Assumptions
Tab 6	Recommendation
Tab 7	Not used
Tab 8	Not used

Executive Summary
Zone Type	Form Designer
One column	Executive Summary Field
One column	Project Description Field
Three column	Program Field	Project Category Field	Priority Field
One column	Goals and Objectives Table

Challenge Definition
Zone Type	Form Designer
One column	Problem Definition Summary Field
One column	Organizational Impacts Field

Cost / Benefit Analysis
Zone Type	Form Designer
One column	Costs Table
One column	Financial Benefits Table
One column	Investment Appraisal Table

Schedule
Zone Type	Form Designer
One column	Project Timescales Table
One column	Resource Demand Table

Risks and Assumptions
Zone Type	Form Designer
One column	Risks Table
One column	Assumptions Table

Recommendation
Zone Type	Form Designer
One column	Alternatives Analysis Table
One column	Recommendation Field
One column	Anticipated Outcomes Field

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iii. Major

Tab	Tab Name
Tab 1	Executive Summary
Tab 2	Challenge Definition
Tab 3	Cost / Benefit Analysis
Tab 4	Schedule
Tab 5	RAID
Tab 6	Recommendation
Tab 7	Not used
Tab 8	Not used

Executive Summary
Zone Type	Form Designer
One column	Executive Summary Field
One column	Project Description Field
Three column	Program Field	Project Category Field	Priority Field
One column	Goals and Objectives Table

Challenge Definition
Zone Type	Form Designer
One column	Problem Definition Summary Field
One column	Organizational Impacts Field
One column	Issue Field
One column	Business Options Field

Cost / Benefit Analysis
Zone Type	Form Designer
One column	Costs Table
One column	Financial Benefits Table
One column	Non-financial Benefits Table
One column	Non-financial Disbenefits Table
One column	Investment Appraisal Table

Schedule
Zone Type	Form Designer
One column	Project Timescales Table
One column	Resource Demand Table

RAID
Zone Type	Form Designer
One column	Risks Table
One column	Issues Table
One column	Assumptions Table
One column	Dependencies Table

Recommendation
Zone Type	Form Designer
One column	Alternatives Analysis Table
One column	Recommendation Field
One column	Anticipated Outcomes Field
One column	Justification Field

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5. Types

a. Summary

Types are built from forms, and also contain details on access, workflow and formatting. Forms must be configured before Types can be configured. Multiple types may be associated to a single form.

Please be aware that the “Allow Project Creation” functionality is only available to those with an edison365projects subscription.

b. Configuration

i. Simple

Type Name	Simple Project Proposal
Description	Simple Project Proposal
Year Start	Jan
Quarters	Q%q %yy
Default Currency	USD

Process

Step number	Name	Description	Target Duration	Status	Colour	Create version on step change	Allow Project creation
1	Draft	The draft stage		Draft Case Step	#8C8C8B	FALSE	FALSE
2	Rapid Review	Quick, functional level review to progress with simple proposal	7	Under Review	#f47e47	FALSE	FALSE
3	Decision	Final decision stage	N/A	Decision Case Step	#75b94e	FALSE	TRUE

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ii. Standard

Type Name	Standard Project Proposal
Description	Standard Project Proposal
Year Start	Jan
Quarters	Q%q %yy
Default Currency	USD

Process

Step number	Name	Description	Target Duration	Status	Colour	Create version on step change	Allow Project creation
1	Draft	The draft stage		Draft Case Step	#8C8C8B	FALSE	FALSE
2	Initial Review	Initial manager review to ensure information provided is complete, fit for purpose and robust	7	Open	#ffd605	FALSE	FALSE
3	Functional Review	Functional level review to progress with standard proposal	14	Under Review	#f47e47	FALSE	FALSE
4	Decision	Final decision stage		Decision Case Step	#75b94e	FALSE	TRUE

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iii. Major

Type Name	Major Project Proposal
Description	Major Project Proposal
Year Start	Jan
Quarters	Q%q %yy
Default Currency	USD

Process

Step number	Name	Description	Target Duration	Status	Colour	Create version on step change	Allow Project creation
1	Draft	The draft stage		Draft Case Step	#8C8C8B	FALSE	FALSE
2	Initial Review	Initial manager review to ensure information provided is complete, fit for purpose and robust	7	Open	#ffd605	FALSE	FALSE
3	Functional Review	Functional level review to progress with standard proposal	7	Under Review	#f47e47	FALSE	FALSE
4	Investment Appraisal	Penultimate review to confirm validity of investment appraisal	1	Under Review	#7b4997	FALSE	FALSE
5	Decision	Final decision stage		Decision Case Step	#75b94e	FALSE	TRUE

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Configuration Template: edison365businesscase

This article describes a range of recommended configuration solutions for use within the edison365businesscase module.

Contents

1. Introduction

a. Purpose

b. Summary

2. Fields

a. Summary

b. Configuration

3. Tables

a. Summary

b. Configuration

i. Goals and Objectives

ii. Costs

iii. Financial Benefits

iv. Non-Financial Benefits

v. Financial Disbenefits

vi. Non-Financial Disbenefits

vii. Project Timescales

viii. Resource Demand

ix. Risks

x. Assumptions

xi. Issues

xii. Dependencies

xiii. Alternatives Analysis

xiv. Investment Appraisal

4. Forms

a. Summary

b. Configuration

i. Simple

Executive Summary

Cost / Benefit Analysis

Schedule / Risks

Recommendation

ii. Standard

Executive Summary

Challenge Definition

Cost / Benefit Analysis

Schedule

Risks and Assumptions

Recommendation

iii. Major

Executive Summary

Challenge Definition

Cost / Benefit Analysis

Schedule

RAID

Recommendation

5. Types

a. Summary

b. Configuration

i. Simple

ii. Standard

iii. Major