VT
ValueTraceBusiness value modeler
Saved locally?

Project structure

One project, multiple value cases

A project groups related business value cases and the shared setup used to model them. Each case represents a distinct process or initiative and contains one or more modeled benefits.

ProjectPortfolio and shared setup
CasesProcesses or initiatives
BenefitsMeasurable value mechanisms
OutputsROI, payback, NPV, and evidence
Value model

Value paths in this case

Select a path to continue working.

Leading indicator
Annual value

New project

Create an empty portfolio for a related collection of business value cases.

This replaces the current local project
Save the current project first if you may need it later. The new project starts with no cases and restores the built-in currency, catalogs, and calculators.

Setup

Manage process and financial catalogs, benefit calculators, and portable local project data.

Choose what you want to configure. Sections stay closed until you open them, and all settings travel with the project file.

$CurrencySet the reporting currency used across this project.EUR
Applies to every case, chart, export, and report. Changing currency changes labels only; it does not convert amounts.
≡CatalogsReview or import business processes and financial lines.
1
Choose and review a catalogSelect business processes or financial lines, then search the entries already available.
2
Add entries from a fileDownload the CSV template, complete the hierarchy and definitions, then choose the file to import.

No file selected. Existing case values are never changed by a catalog import.

×Benefit calculatorsReview built-ins or create a reusable calculation method.
1
Review available calculatorsThese methods appear in Step 3 when a value path becomes a modeled benefit.
2
Create a custom calculatorDefine how indicator change, annual volume, unit value, and realization combine. No executable code is added.

Complete all fields to create a reusable calculator.

Ask your AI assistant

Review the generated prompt before sharing it with an approved Copilot or GenAI service.

The prompt contains only the case information currently shown in ValueTrace.

Suggested value paths

Use a built-in starting point or generate indicator hypotheses from the qualified case.

Based on Step 1

Templates add missing value paths without replacing existing work.