In this article

Overview

VDT Tab

Edit Mode

Tracking Non-Financial benefits

Next Steps   

Overview

VDTs are used to calculate the benefit contribution of an initiative at the end of the implementation.

VDT Tab



 Allows the user to select between 3 different views:
  • Baseline - Starting point used for comparison in measuring VDT data.
  • Variance - Measure of how much the values differ from the mean or average.
  • Benefit - Display the benefit made from the each VDT. 

 Edit mode allows you to make changes to the nodes of the tree including drag & drop of nodes to other parents and reordering.

 

Status colours can be toggled on/off; the legend (at the bottom left) changes based on the node status colours


If the status colours are turned off, the legend will show you what the colour of each node type is. 


If the status colours are turned on, the legend shows the different status colours. KPI Node Status Colors


 

Options in the three-dot menu include: 

  • Switching the VDT Annualized Benefit. Allows benefits to be distributed yearly even though the Benefit End date is a few years ahead.
  • Downloading the VDT.


 

There are 4 different node types:

  • Parent node - the only node that can have child nodes; expand/collapse the child nodes linked.
  • KPI node - the node is linked to a specific KPI.
  • Constant node - this node has static values.
  • Reference node - allows you to reference a node within the VDT.

Zoom in or out of a VDT by using the scroll of the mouse or using the zoom buttons.

Edit Mode

Add nodes to the VDT by clicking the + sign display on the Node

Edit the details of a node by clicking on the edit icon below the + sign


Note: A node not used on its respective parent will have a broken line.

Tracking Non-Financial benefits

Parent nodes can now be tagged to track Non-Financial benefits (Non-financial VDTs will appear in yellow):    


Give the node a name.
Select a reference character that will be used.
Select the node type.
Chose whether this node is aiming for an upwards or downwards trend.
Select the category this node is related to.
Click Save to add the node.



Note: The expected trend of a financial parent node will not affect the expected trend of other financial parent nodes


Note: Variable baseline and target options have been added to the KPI nodes. If the variable option is checked, the calculated Baseline/Target will be used in the benefits calculation of the selected Idea. 

Changes to the VDT are saved automatically.

Next Steps

Now that you understand VDTs. See article - Initiative Workplan.