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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

Capture actual monetary benefits

Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

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 capture actual monetary benefits.

    The full details page of the planning item is displayed.

  4. Capture actual monetary benefits using one of the options.

OptionProcedure
Using Monetary benefit plan related list
  1. Select the Monetary Benefit Plans related list.
  2. Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
  3. Select the value from the Entered benefit field.
Using finanicals record page
  1. Select the Financials tab.
  2. Select the options
    Image omitted: fin-options.png
    Option to add expense lines. from the required cell of a monetary benefit plan row.</li>
  3. Select Add actual benefits.

Monetary Benefit Plan Breakdown side-panel is displayed.

  1. You can change the previously captured planned benefit from the Entered benefit field.

  2. Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.