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How can I track project benefits such as ROI over a given timeframe.

Our projects have a standard 5 year rate of return, we are expected to track and analyze all ROI for projects after closure.  We enter the ROI for each project on a quarterly basis in a excel sheet not and map it to tableau.  However I would preferer to track in against the actual project in JIRA or Confluence. 

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Brant Schroeder Community Leader Jan 27, 2022

@Corey Christensen There is not a great way to track ROI directly in Jira.  Depending on what you are using to track your ROI I would suggest taking a look at Tempo Budgets.

@Brant Schroeder  thanks for the insight, what we track ROI against projects and Programs for 5 years post go live.  I assume this could be something we track in Confluence?  This is usually just a target like $5M a year for 5 years, so we gather actuals and log those.  Is that something we could do in confluence?

Brant Schroeder Community Leader Jul 28, 2022

@Corey_J_Christensen you could use Confluence to track that but you would be manually adding all of the information.  Sounds like this is what you already do so it shouldn't be a big change in process.

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