---
title: Monetary Benefit Breakdown form
description: Use the Monetary Benefit Breakdown form to update the estimated and actual financial benefits for a specific fiscal year.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/demand-management/monetary-benefit-breakdown-form.html
release: australia
product: Demand Management
classification: demand-management
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Demand Management forms, Reference, Demand Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Monetary Benefit Breakdown form

Use the Monetary Benefit Breakdown form to update the estimated and actual financial benefits for a specific fiscal year.

<table id="table_scp_12n_mxb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Task

</td><td>

Task to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Portfolio

</td><td>

Portfolio to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Entered currency

</td><td>

Currency specified in the benefit plan.

</td></tr><tr><td>

Exchange rate

</td><td>

Rate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan breakdown 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’s obtained from the itfm\_fx\_rate \[budget\_reference\_rates\] table.

</td></tr><tr><td>

Actual benefit

</td><td>

Actual benefit that is incurred from the project or demand.

</td></tr><tr><td>

Benefit plan

</td><td>

Benefit plan to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Fiscal period

</td><td>

Fiscals generated at the period level. For information on periods, see [fiscal calendars](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_FiscalCalendar.md).

</td></tr><tr><td>

Entered benefit

</td><td>

Benefit in entered currency.

</td></tr><tr><td>

Functional benefit

</td><td>

Functional benefit obtained by multiplying the exchange rate with the entered benefit.

</td></tr><tr><td>

Exchange rate date

</td><td>

First date of the fiscal period corresponding to the benefit plan breakdown.

</td></tr></tbody>
</table>**Parent Topic:**[Demand Management forms](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/demand-management/demand-management-forms.md)