---
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 non-monetary benefit plan breakdown

# Update a non-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 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: it_demand_manager

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open the required demand.
3. Select the Non-monetary Benefit Plans related list.
4. Open the required non-monetary benefit plan.
5. In the Non-monetary Benefit Plan Breakdowns related list, select the information icon (![]()) against a non-monetary benefit plan breakdown.
6. Select Open Record.
7. On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.  
   For a detailed description of the field names, see [Non-monetary Benefit Plan Breakdown form](https://www.servicenow.com/docs/5RkksOxX_joRpyD~qZXx8g "Use the Non-monetary Benefit Breakdown form to update the estimated and actual non-financial benefits for a specific fiscal year.").
8. Select Update.
{#update-a-non-monetary-benefit-plan-breakdown-for-a-demand__steps_lyd_wv1_dcb}

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