Monetary Benefit Breakdown form

Use the Monetary Benefit Breakdown form to update the estimated and actual financial benefits for a specific fiscal year.

표 1. Monetary Benefit Breakdown form

Field	Description
Task	Task to which the benefit plan breakdown belongs.
Portfolio	Portfolio to which the benefit plan breakdown belongs.
Entered currency	Currency specified in the benefit plan.
Exchange rate	Rate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan breakdown has multiple rates, the rate in effect on the first date of that period is used. Exchange rate is used to convert the entered benefit into the functional benefit. It’s obtained from the itfm_fx_rate [budget_reference_rates] table.
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 currency.
Functional benefit	Functional benefit obtained by multiplying the exchange rate with the entered benefit.
Exchange rate date	First date of the fiscal period corresponding to the benefit plan breakdown.