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 projects in Project Workspace
• 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 the name of a required benefit plan.
4. In the Details tab, edit the required fields and select Save.