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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Monetary Benefit Plan Breakdown form

Learn about the fields of monetary benefit plans form.

FieldDescription
TaskTask to which the benefit plan breakdown belongs.
PortfolioPortfolio to which the benefit plan breakdown belongs.
Entered currencyCurrency specified in the benefit plan.
Exchange rateRate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan break down has multiple rates, the rate in effect on the first date of that period is used. Exchange rate is used to convert the entered benefit into the functional benefit. It is obtained from the itfm\_fx\_rate \[budget\_reference\_rates\] table.
Actual benefitActual benefit that is incurred from the project or demand.
Benefit planBenefit plan to which the benefit plan breakdown belongs.
Fiscal periodFiscals generated at the period level. For information on periods, see fiscal calendars.
Entered benefitBenefit in entered currency.
Functional benefitFunctional benefit obtained by multiplying the exchange rate with the entered benefit.
Exchange rate dateFirst date of the fiscal period corresponding to the benefit plan breakdown.

Related topics

Create a monetary benefit plan for a project

Update a monetary benefit plan breakdown for a project