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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Capture actual monetary benefits

# Capture actual monetary benefits {#ariaid-title1}

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

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

## Before you begin

* [Create monetary benefit plans for your projects in Project Workspace](https://www.servicenow.com/docs/qZ3GxIqv7py7gkXyXt5X8A "Create and manage monetary benefit plans to capture the potential benefits while executing your projects.")
* Role required: sn_align_ws.spw_financial_user
{#fin-manage-actual-monetary-benefit-pws__ul_g15_mnf_khc}

## Procedure

1. Navigate to WorkspacesProject Workspace and open a project.
2. Select the Monetary Benefit Plans related list.
3. Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
4. Select the value from the Entered benefit field.
5. **Optional:** You can change the previously captured planned benefit from the Entered benefit field.
6. Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.

*[\>]: and then