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Create monetary benefit plans › Manage financials for planning items › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › 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 > Strategic Planning Workspace > Portfolio Planning.

  2. From the list of portfolio plans, select a portfolio plan.

  3. From the Prioritization or Roadmap tab, select the planning item for which you want to edit a monetary benefit plan.

    The full details page of the planning item is displayed.

  4. Update a monetary benefit plan using one of the following 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 tab.
  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.