Edit monetary benefit plan

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.

Before you begin

• Create monetary benefit plans for your planning items in Strategic Planning
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
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. Select the Monetary Benefit Plans related list.
4. Select the name of a required benefit plan.
5. In the Details tab, edit the required fields and select Save.