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Manage financials › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create monetary benefit plans for your projects in Project Workspace

Create and manage monetary benefit plans to capture the potential benefits while executing your projects.

Before you begin

Procedure

  1. Navigate to Workspaces > Project Workspace and open a project.

  2. Create a monetary benefit plan using one of the options.

OptionProcedure
Using Monetary benefit plan related list
  1. Select the Monetary Benefit Plans related list.
  2. Select New.

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  • Select Financials from the left menu.
  • Select New monetary benefit plan using the More actions option.

    1. On the Benefit Plan form, fill the fields.

    2. Select Save.

    3. Edit monetary benefit plan
      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.

    4. Capture actual monetary benefits
      Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.

    Parent Topic:Managing financials for your projects