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.
Prozedur
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Navigate to and select portfolio plan.
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From the Prioritization or Roadmap tab, select the planning item for which you want to edit a monetary benefit plan.
The full details page of the planning item is displayed.
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Update a monetary benefit plan using one of the following options.
| Option | Procedure |
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| Using Monetary benefit plan related list |
- Select the Monetary Benefit Plans related list.
- Select the name of a required benefit plan.
- In the Details tab, edit the required fields and select Save.
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| Using finanicals record page |
- Select the Financials tab.
- Select the name of a required benefit plan.
- In the Edit monetary benefit plan side-panel, edit the required fields and select Update.
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