---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Edit monetary benefit plan

# Edit monetary benefit plan {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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.

## Antes de Iniciar

* [Create monetary benefit plans for your projects in Project Workspace](https://servicenow-prod.fluidtopics.net/7~I9vCtf3mBCsLmWVTM6eA "Create and manage monetary benefit plans to capture the potential benefits while executing your projects.")
* Role required: sn_align_ws.spw_financial_user
{#fin-edit-monetary-benefit-plan-pws__ul_bb3_k1j_mhc}

## Procedimento

1. Navigate to WorkspacesProject Workspace and open a project.
2. Update a monetary benefit plan using one of the options.

   | Option | Procedure |
   | 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. {#fin-edit-monetary-benefit-plan-pws__ol_dhr_fmf_khc} |
   | 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. {#fin-edit-monetary-benefit-plan-pws__ol_jgx_jmf_khc} |
   |-|-|

   {#fin-edit-monetary-benefit-plan-pws__choicetable_b1n_bmf_khc}