Update a non-monetary benefit plan breakdown for a project

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    시작하기 전에

    Role required: it_project_manager

    프로시저

    1. Navigate to AllProject > Projects > All.
    2. Open the required project.
    3. Select the Non-monetary Benefit Plans related list.
    4. Open the required non-monetary benefit plan.
    5. In the Non-monetary Benefit Plan Breakdowns related list, select the information icon (information icon.) for a non-monetary benefit plan breakdown.
    6. Select Open Record.
    7. On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.
      FieldDescription
      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.
    8. Select Update.