Update a monetary benefit plan breakdown for a project

Update a 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: it_project_manager

Procedure

1. Navigate to Project > Projects > All.
2. Open the required project.
3. Click the Monetary Benefit Plans related list.
4. Open the required monetary benefit plan.
5. In the Monetary Benefit Plan Breakdowns related list, click the information icon () for a monetary benefit plan breakdown.
6. Click Open Record.
7. On the 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.
   Entered currency	Currency specified in the benefit plan.
   Exchange rate	Rate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan break down has multiple rates, the rate in effect on the first date of that period is used. Exchange rate is used to convert the entered benefit into the functional benefit. It is obtained from the itfm_fx_rate [budget_reference_rates] table.
   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 currency.
   Functional benefit	Functional benefit obtained by multiplying the exchange rate with the entered benefit.
   Exchange rate date	First date of the fiscal period corresponding to the benefit plan breakdown.

8. Click Update.
   Note:

   Changing benefit plan start and end date is not possible if the recorded actual benefits are outside of the date range.