When a delivery milestone is linked to a benefit through the Amplify Project Schedule, changing the dates of that delivery milestone will influence the linked benefit and the measures.
When the delivery milestones end earlier than what had been planned initially ( or the baselined schedule), the status of the project is early. When this delivery milestone has been linked to a benefit, the Benefit dashboard will show a new start date (green) in the Benefits Delivery widget. This indicates that the benefit might deliver early. No other adjustments will be made to the benefit or measures.
Apart from being early, a project can also be delayed. This happens when one of the delivery milestones ends later than had been planned initially. On the project dashboard, the benefit is made dependent on the delivery milestone. Therefore a delay in the delivery milestone will affect the benefit. You can see the schedule variance on the Milestone edit form (see screenshot below). Click the Show Baseline toggle button to display the baselined schedule on the Gantt chart.
If you return to the Benefit Dashboard after a linked milestone has been delayed, the new start date in the Benefits Delivery widget is shown in red, and there is a red bar shown below it, warning you about the delay of this benefit.
This delay in the benefit will automatically be applied on the forecast of the measure as well. The behaviour when a delay is applied to a measure with actuals and a measure without actuals is different:
- Before today, a measure with actuals will have the same forecast as before. From today, the delay will be applied. When it has been delayed for one year, the forecast that is valid for today will be valid for another year from today.
- For a measure, without actuals, the start of the forecast series will be delayed for the time period of the delay. When it has been delayed for two years, the original forecast will be shifted to start two years later.
This shift in the forecast will also change the forecasted return on the benefit. This calculates the forecast of the measure - the CMO of the measure.
If you do not want a measure to affect a benefit, you can configure it to exclude it from contributing to benefit delays. From the benefit Plan dashboard, navigate to the measure settings, and tick Exclude from delays.
Shared Measures are excluded from delays by default.