Update a monetary benefit plan breakdown for a project

  • Release version: Australia
  • Updated March 12, 2026
  • 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 All > Project > Projects > All.
    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.
    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.