---
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 for a project

# Update a monetary benefit plan breakdown for a project {#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_project_manager

## Procedure

1. Navigate to AllProjectProjectsAll.
2. Open the required project.
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 (![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 more information, see [Monetary Benefit Plan Breakdown form](https://www.servicenow.com/docs/~ZGDS6OtHU8nFv8O5hsrDA "Learn about the fields of monetary benefit plans form.").
8. Select Update.  
   Note:  
   Changing benefit plan start and end date is not possible if the recorded actual benefits are outside of the date range.
{#update-benefit-plan-breakdown__steps_lyd_wv1_dcb}
**Related tasks**   

* [Create a monetary benefit plan for a project](https://www.servicenow.com/docs/S7rg_GqVh05mubivx6Vv6A "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.")
* [Create a non-monetary benefit plan for a project](https://www.servicenow.com/docs/A4JJzfIEK4GTc9H6pV2fTQ "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.")

*[\>]: and then