---
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


---

# Update a non-monetary benefit plan breakdown for an epic

# Update a non-monetary benefit plan breakdown for an epic {#ariaid-title1}

* Release version: Xanadu
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Update a non-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: safe_product_owner, safe_scrum_master, or safe_admin

## Procedure

1. Navigate to AllAgile DevelopmentEpics.
2. Open the required epic.
3. Click the hamburger icon (![Hamburger icon]()) and navigate to ViewBenefit.
4. Click the Non-monetary Benefit Plans related list.
5. Open the required non-monetary benefit plan.
6. In the Non-monetary Benefit Plan Breakdowns related list, click the information icon for a non-monetary benefit plan breakdown.
7. Click Open Record.
8. On the Non-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. |
   | Measure | Measure type specified in the benefit plan. |
   | 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](https://www.servicenow.com/docs/access?context=c_FiscalCalendar&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US). |
   | Entered benefit | Benefit in entered value. |
   | Variance | The difference between the estimated and actual benefit. |
   |-|-|

   {#update-non-monetary-benefit-plan-breakdown-safe-epic__choicetable_os3_4p1_dcc}
9. Click Update.
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