---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Edit monetary benefit plans for a demand

# Edit monetary benefit plans for a demand {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

## Before you begin

A monetary benefit plan exists. For more information, see [Create a monetary benefit plan for a demand](https://www.servicenow.com/docs/IyJh4XoH~NLK3vOZ4XdLgw "Create and manage monetary benefit plans to track potential monetary benefits during demand execution.").

Role required: it_demand_manager

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace.
2. Select the Demands icon ![]().
3. Open a demand from the List page.
4. Edit a monetary benefit plan using one of the following options.

   | Option | Procedure |
   | Using the Monetary Benefit Plans tab | 1. Select Details from the navigation menu. 2. Select the Monetary Benefit Plans tab. Note: If the Monetary Benefit Plans tab isn't visible, select MoreMonetary Benefit Plans. 3. Select the name of a required benefit plan. 4. Edit the required fields and select Save. {#enable-lean-budgeting-for-demands-ppw__ol_dhr_fmf_khc} |
   | Using the Financials page | 1. Select Financials from the navigation 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. {#enable-lean-budgeting-for-demands-ppw__ol_jgx_jmf_khc} |
   |-|-|

   {#enable-lean-budgeting-for-demands-ppw__choicetable_b1n_bmf_khc}
{#enable-lean-budgeting-for-demands-ppw__steps_rzz_vmc_1kc}

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