Portfolio Item Value & Impact

Every portfolio item with a Monetary business case needs value entries to make the Business Case meaningful. In Vane Loop, expected value — whether cost savings, revenue generation, or efficiency gains — is recorded as impact items.

Impact items feed into the Business Case tab alongside costs, driving the P&L projection, ROI, and break-even calculations.

Who can edit impact items? Users with Admin, Power User, or Editor roles for the relevant module (Data or AI) can add, edit, and delete impact items. Viewer roles have read-only access.

Monetary Business Case required. Impact items are only relevant when the portfolio item is set to Monetary business case type. If you switch to Strategic, you will be prompted to keep or delete existing impact data. See Portfolio Item Overview for details on switching business case types.

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Opening the Impact Window

Impact items are managed in a dedicated window, separate from the portfolio item detail view.

1. Open the portfolio item you want to work on.
2. On the Overview tab or Business Case tab, click the Manage Cost / Savings button.

A modal window opens with two tabs: One-Time and Recurring.

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Impact Categories

Unlike costs (which use cost drivers), savings items are organised into categories defined by your organisation. Categories group related types of value — for example:

Category (examples)	Typical items
Cost Reduction	Reduced manual processing, licence consolidation
Revenue Growth	New product revenue, upsell opportunities
Risk Mitigation	Compliance cost avoidance, incident prevention
Efficiency Gains	FTE time savings, faster reporting

When adding an savings item, you can select a suggested item from the category's list or type a custom name. Both options are always available.

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One-Time Impact

One-time impact represents value delivered as a single event — for example, a one-time avoided cost or a migration benefit that materialises once.

Adding a One-Time Savings Item

1. In the One-Time tab, locate the relevant category section.
2. Click Add Impact.
3. A search dropdown appears showing suggested items for that category. You can:
4. Select a suggested item by clicking it.
5. Type a custom name and select Custom impact item to create a free-form entry.
6. The item is added with a value of 0. Click the amount to edit it inline.

Deleting a One-Time Impact Item

Click the delete icon on the item row and confirm in the dialog.

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Recurring Impact

Recurring savings represents ongoing value — for example, monthly cost savings from automating a process, or annual revenue attributable to a data product.

Adding a Recurring Impact Item

1. Switch to the Recurring tab.
2. Click Add Impact in the relevant category section.
3. Select a suggested item or enter a custom name.
4. The item is added with defaults: Monthly frequency, never-ending duration, and a Fixed growth model.

Configuring a Recurring Impact Item

Each recurring item has a Configure button (gear icon). Click it to open the Configure Recurring Impact modal.

The configuration options are identical to recurring costs:

Frequency

How often the impact is realised:

Option	Periods per Year
Monthly	12
Bi-Monthly	6
Quarterly	4
Half-Yearly	2
Yearly	1

Duration

• Never ends — the impact continues for the full projection horizon.
• Ends after… (N periods) — the impact stops after a set number of periods (useful for time-limited benefits).

Growth Model

How the value changes over time:

Model	Description
Fixed	The same amount every period
Linear	Increases by a fixed amount each period
Percent	Increases by a percentage each period
Compound	Each period grows from the previous period's value
Custom	Enter your own formula using base, period, and prev variables

Maximum Cap

An optional ceiling on the value. Prevents a growth model from projecting unrealistically large numbers.

Preview Chart

As you adjust settings, a live chart shows the projected value across 36 periods. Summary totals for 12 months and 36 months update in real time, alongside a monthly breakdown table for the first 12 periods.

Click Save to apply.

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How Impact Flows into the Business Case

Once impact items are saved, the Business Case tab automatically incorporates them:

• One-time impact items appear as discrete value events in the P&L timeline.
• Recurring impact items are projected forward using your configured frequency and growth model.
• The combined value projection is compared against the cost projection to calculate Net Value, ROI, and Break-Even Month.

No manual refresh is needed — the Business Case recalculates whenever you return to that tab.

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Tips

• Start with recurring items. For most data or AI products, value is realised repeatedly — monthly time savings, ongoing revenue, continuous risk reduction. Recurring entries capture this more accurately than one-time entries.
• Use growth models for maturing products. A product that delivers increasing value over time can be modelled with the Percent or Compound growth model rather than a flat fixed amount.
• Custom names are fine. If your organisation's suggested items don't match your use case, use a custom name. The category grouping still applies for reporting purposes.