Update a non-monetary benefit plan breakdown for a project
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_project_manager
Procedure
Navigate to AllProject > Projects > All.
Open the required project.
Select the Non-monetary Benefit Plans related list.
Open the required non-monetary benefit plan.
In the Non-monetary Benefit Plan Breakdowns related list, select the information icon (
Image omitted: informationicon.png
information icon.\) for a non-monetary benefit plan breakdown.
information icon.\) for a non-monetary benefit plan breakdown.
Select Open Record.
On the Non-monetary Benefit Plan Breakdown form, view and update the enabled fields.
Field Description Task Task to which the benefit plan breakdown belongs. Portfolio Portfolio to which the benefit plan breakdown belongs. Measure Measure type specified in the benefit plan. Actual benefit Actual benefit that is incurred from the project or demand. Benefit plan Benefit plan to which the benefit plan breakdown belongs. Fiscal period Fiscals generated at the period level. For information on periods, see fiscal calendars. Entered benefit Benefit in entered value. Variance The difference between the estimated and actual benefit. Select Update.
Parent Topic:Create a non-monetary benefit plan for a project
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