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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Update a monetary benefit plan breakdown

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

* Release version: Zurich
* 
* Updated July 31, 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: it_demand_manager

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open the required demand.
3. Select the Monetary Benefit Plans related list.
4. Open the required monetary benefit plan.
5. In the Monetary Benefit Plan Breakdowns related list, select the information icon ![]() for a monetary benefit plan breakdown.
6. Select Open Record.
7. On the Monetary Benefit Plan Breakdown form, view and update the enabled fields.  
   For a description of the field names, see [Monetary Benefit Breakdown form](https://www.servicenow.com/docs/J18eoBj4HiVGbP5Vdk_p0w "Use the Monetary Benefit Breakdown form to update the estimated and actual financial benefits for a specific fiscal year.").
8. Select Update.
{#update-a-monetary-benefit-plan-breakdown-for-a-demand__steps_lyd_wv1_dcb}

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