Create monetary benefit plans for your projects in Project Workspace

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Create and manage monetary benefit plans to capture the potential benefits while executing your projects.

    Before you begin

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. Create a monetary benefit plan using one of the options.
      OptionProcedure
      Using Monetary benefit plan related list
      1. Select the Monetary Benefit Plans related list.
      2. Select New.

        GIF showing selection of Monetary Benefit Plans related link.
      Using finanicals record page
      1. Select Financials from the left menu.
      2. Select New monetary benefit plan using the More actions option.
    3. On the Benefit Plan form, fill the fields.
      For a description of the field names, see Benefit Plan form.
    4. Select Save.