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Create monetary benefit plans for your projects in Project Workspace › Manage financials › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Edit monetary benefit plan

Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

Before you begin

Procedure

  1. Navigate to Workspaces > Project Workspace and open a project.

  2. Update a monetary benefit plan using one of the options.

OptionProcedure
Using Monetary benefit plan related list
  1. Select the Monetary Benefit Plans related list.
  2. Select the name of a required benefit plan.
  3. In the Details tab, edit the required fields and select Save.
Using finanicals record page
  1. Select the Financials from the left menu.
  2. Select the name of a required benefit plan.
  3. In the Edit monetary benefit plan side-panel, edit the required fields and select Update.

Parent Topic:Create monetary benefit plans for your projects in Project Workspace