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sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

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bundleId :

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workflow :

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---

# Edit monetary benefit plan

# Edit monetary benefit plan {#ariaid-title1}

* Release version: Xanadu
* 
* Updated November 24, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

* [Manage monetary benefit plans for your planning items in Portfolio Planning](https://www.servicenow.com/docs/m3WXqTJOooBdKqrzkFytYQ "Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.")
* Role required: sn_align_ws.spw_financial_user
{#fin-edit-monetary-benefit-plan-ppw__ul_y5h_j1j_mhc}

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace and select portfolio plan.
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.

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