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Create a monetary benefit plan › Create a demand › Use › Demand Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update a monetary benefit plan breakdown for a demand

Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

Before you begin

Role required: it_demand_manager

Procedure

  1. Navigate to All > Demand > Demands > All.

  2. Open the required demand.

  3. Select the Monetary Benefit Plans related list.

  4. Open the required monetary benefit plan.

  5. In the Monetary Benefit Plan Breakdowns related list, select the information icon

Image omitted: benefit-plan-icon.png
for a monetary benefit plan breakdown.

  1. Select Open Record.

  2. On the Monetary Benefit Plan Breakdown form, view and update the enabled fields.

    For a description of the field names, see Monetary Benefit Breakdown form.

  3. Select Update.

Parent Topic:Create a monetary benefit plan for a demand