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

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Edit monetary benefit plan

# Edit monetary benefit plan {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Edit a planned monetary benefit plan to revise the benefits, dates, offset, and so on, to maintain the updated financial records as your work progresses.

## Vorbereitungen

* [Create monetary benefit plans for your planning items in Portfolio Planning](https://www.servicenow.com/docs/E~p6SUuRQnokBEH619QBOg "Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.")
* Role required: sn_align_ws.spw_financial_user
{#fin-edit-monetary-benefit-plan-ppw__ul_y5h_j1j_mhc}

## Prozedur

1. Navigate to WorkspacesPortfolio Planning Workspace and select portfolio plan.
2. From the Prioritization or Roadmap tab, select the planning item for which you want to edit a monetary benefit plan.  
   The full details page of the planning item is displayed.
3. Update a monetary benefit plan using one of the following options.

   | Option | Procedure |
   | Using Monetary benefit plan related list | 1. Select the Monetary Benefit Plans related list. 2. Select the name of a required benefit plan. 3. In the Details tab, edit the required fields and select Save. {#fin-edit-monetary-benefit-plan-ppw__ol_dhr_fmf_khc} |
   | Using finanicals record page | 1. Select the Financials tab. 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. {#fin-edit-monetary-benefit-plan-ppw__ol_jgx_jmf_khc} |
   |-|-|

   {#fin-edit-monetary-benefit-plan-ppw__choicetable_b1n_bmf_khc}