Update a non-monetary benefit plan breakdown for an epic
Update a non-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: safe_product_owner, safe_scrum_master, or safe_admin
Procedure
Navigate to All > Agile Development > Epics.
Open the required epic.
Click the hamburger icon (
Image omitted: hamburger-icon.png
Hamburger icon\) and navigate to **View** > **Benefit**.
Hamburger icon\) and navigate to **View** > **Benefit**.
Click the Non-monetary Benefit Plans related list.
Open the required non-monetary benefit plan.
In the Non-monetary Benefit Plan Breakdowns related list, click the information icon for a non-monetary benefit plan breakdown.
Click Open Record.
On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.
Field Description Task Task to which the benefit plan breakdown belongs. Portfolio Portfolio to which the benefit plan breakdown belongs. Measure Measure type specified in the benefit plan. Actual benefit Actual benefit that is incurred from the project or demand. Benefit plan Benefit plan to which the benefit plan breakdown belongs. Fiscal period Fiscals generated at the period level. For information on periods, see fiscal calendars. Entered benefit Benefit in entered value. Variance The difference between the estimated and actual benefit. Click Update.
Parent Topic:Create a non-monetary benefit plan for an epic