Create monetary benefit plans for your projects in Project Workspace

Create and manage monetary benefit plans to capture the potential benefits while executing your projects.

Before you begin

• Enable monetary benefit plans for projects
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Project Workspace and open a project.
2. Select the Monetary Benefit Plans related list.
3. Select New.
   
4. On the Benefit Plan form, fill the fields.
   For a description of the field names, see Benefit Plan form.
5. Select Save.

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