---
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


---

# Edit monetary benefit plan

# Edit monetary benefit plan {#ariaid-title1}

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

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](https://www.servicenow.com/docs/yKnkr6gGYLq2qFXcYePRQA "Create and manage monetary benefit plans to capture the potential benefits while executing your projects.")
* Role required: sn_align_ws.spw_financial_user
{#fin-edit-monetary-benefit-plan-pws__ul_bb3_k1j_mhc}

## Procedure

1. Navigate to WorkspacesProject Workspace and open a project.
2. Update a monetary benefit plan using one of the options.

   | Option | Procedure |
   | Using Monetary benefit plan related list | 1. Select the Monetary Benefit Plans related list. 2. Select the name of a required benefit plan. 3. In the Details tab, edit the required fields and select Save. {#fin-edit-monetary-benefit-plan-pws__ol_dhr_fmf_khc} |
   | Using finanicals record page | 1. Select the Financials from the left menu. 2. Select the name of a required benefit plan. 3. In the Edit monetary benefit plan side-panel, edit the required fields and select Update. {#fin-edit-monetary-benefit-plan-pws__ol_jgx_jmf_khc} |
   |-|-|

   {#fin-edit-monetary-benefit-plan-pws__choicetable_b1n_bmf_khc}

*[\>]: and then