Business Cases
Creating a Business Case
Step-by-step walkthrough of the business case creation form
- Navigate to Business Cases.
- Click + Create.
Form Fields
| Field | Required | Description |
|---|---|---|
| Counter | Counter series for the business case number | |
| Approval Line | The approval workflow for this business case | |
| Client | ✓ | The client (supplier/partner) for this business case |
| Description | Detailed description of the initiative | |
| Expected Earning | Projected earnings amount |
Saving
Click Save. The business case is created and assigned an internal number from the counter series.
Linking Items
After creation, orders and documents are linked to the business case by setting the Business Case field on the individual order or document.
All linked items contribute to the financial totals, giving you real-time tracking of costs vs. expected earnings.