---
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


---

# Monetary Benefit Plan Breakdown form

# Monetary Benefit Plan Breakdown form {#ariaid-title1}

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

Learn about the fields of monetary benefit plans form.
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| 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 break down 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 is 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](https://www.servicenow.com/docs/access?context=c_FiscalCalendar&version=australia&pubname=australia-platform-administration&ft:locale=en-US). |
| 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. |
[Tabelle : 1. Monetary Benefit Plan Breakdown form]

{#monetary-benefit-plan-breakdown-form__table_uct_mvj_yfc}
**Zugehörige Tasks**   

* [Create a monetary benefit plan for a project](https://www.servicenow.com/docs/5zoPfzwU~RBOEcFrB0fDgw "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.")
* [Update a monetary benefit plan breakdown for a project](https://www.servicenow.com/docs/uIGyBUAB~lO~Hn3AXiTYPg "Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.")