Edit monetary benefit plan

  • Release version: Australia
  • Updated March 12, 2026
  • 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

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. Update 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 the name of a required benefit plan.
      3. In the Details tab, edit the required fields and select Save.
      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.