Follow
Calculating Return On Investment (ROI)

Return On Investment (ROI) is a metric in Workfront that allows portfolio managers to quickly see how the project is performing against the original Planned Benefit and Budgeted Cost of the project.

Portfolio managers use this metric during project prioritization.

You can find the ROI value for a project in the following areas in Workfront:

  • In a Project report when you add the ROI field to the columns of the report.
    For more information about building reports in Workfront, see "Creating a Report."
  • In the Portfolio Optimizer when the project is associated with the Portfolio. The average of all ROI values of all the projects in the portfolio generates the ROI for the portfolio. 

The ROI is displayed as a percentage value for each project. 

Workfront uses the following formula to calculate the ROI for a project:

Project ROI = ((Project Planned Benefit - Project Budgeted Cost) / Project Budgeted Cost) x 100