Update a non-monetary benefit plan breakdown for an epic

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

Before you begin

Role required: safe_product_owner, safe_scrum_master, or safe_admin

Procedure

1. Navigate to All > Agile Development > Epics.
2. Open the required epic.
3. Click the hamburger icon () and navigate to View > Benefit.
4. Click the Non-monetary Benefit Plans related list.
5. Open the required non-monetary benefit plan.
6. In the Non-monetary Benefit Plan Breakdowns related list, click the information icon for a non-monetary benefit plan breakdown.
7. Click Open Record.
8. On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.

   Field	Description
   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.

9. Click Update.