---
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


---

# Capture actual monetary benefits

# Capture actual monetary benefits {#ariaid-title1}

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

Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

## Vorbereitungen

* [Create monetary benefit plans for your projects in Project Workspace](https://www.servicenow.com/docs/OLmjAgriAWqpdAc39jLgEQ "Create and manage monetary benefit plans to capture the potential benefits while executing your projects.")
* Role required: sn_align_ws.spw_financial_user
{#fin-manage-actual-monetary-benefit-pws__ul_g15_mnf_khc}

## Prozedur

1. Navigate to WorkspacesProject Workspace and open a project.
2. Capture actual monetary benefits using one of the options.

   | Option | Procedure |
   | Using Monetary benefit plan related list | 1. Select the Monetary Benefit Plans related list. 2. Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown. 3. Select the value from the Entered benefit field. {#fin-manage-actual-monetary-benefit-pws__ol_dhr_fmf_khc} |
   | Using finanicals record page | 1. Select the Financials tab. 2. Select the options ![Option to add expense lines.]() from the required cell of a monetary benefit plan row. 3. Select Add actual benefits. Monetary Benefit Plan Breakdown side-panel is displayed. {#fin-manage-actual-monetary-benefit-pws__ol_jgx_jmf_khc} |
   |-|-|

   {#fin-manage-actual-monetary-benefit-pws__choicetable_b1n_bmf_khc}
3. **Wahlweise:** You can change the previously captured planned benefit from the Entered benefit field.
4. Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.