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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Update a monetary benefit plan breakdown for an epic

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

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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: scrum_master, scrum_product_owner, or scrum_admin

## Procedure

1. Navigate to AllAgile DevelopmentEpics.
2. Open the required epic.
3. Select ViewBenefit from the Additional actions menu (![Hamburger icon]()).
4. Click the Monetary Benefit Plans related list.
5. Open the required monetary benefit plan.
6. In the Monetary Benefit Plan Breakdowns related list, click the information icon (![information icon]()) for a monetary benefit plan breakdown.
7. Click Open Record.
8. 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 epic. |
   | 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=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US). |
   | 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. |
   |-|-|

   {#update-monetary-benefit-plan-breakdown-agile-epic__choicetable_os3_4p1_dcb}
9. Click Update.
{#update-monetary-benefit-plan-breakdown-agile-epic__steps_lyd_wv1_dcb}

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