Edit monetary benefit plans for a demand

  • Release version: Australia
  • Updated March 12, 2026
  • 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.

    Role required: it_demand_manager

    Procedure

    1. Navigate to Workspaces > Strategic 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.
      OptionProcedure
      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 More > Monetary Benefit Plans.
      3. Select the name of a required benefit plan.
      4. Edit the required fields and select Save.
      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.