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Create a non-monetary benefit plan › Create a demand › Use › Demand Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update a non-monetary benefit plan breakdown for a demand

Update a non-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_demand_manager

Procedure

  1. Navigate to All > Demand > Demands > All.

  2. Open the required demand.

  3. Select the Non-monetary Benefit Plans related list.

  4. Open the required non-monetary benefit plan.

  5. In the Non-monetary Benefit Plan Breakdowns related list, select the information icon (

Image omitted: benefit-plan-icon.png
\) against a non-monetary benefit plan breakdown.

  1. Select Open Record.

  2. On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.

    For a detailed description of the field names, see Non-monetary Benefit Plan Breakdown form.

  3. Select Update.

Parent Topic:Create a non-monetary benefit plan for a demand