---
title: Edit monetary benefit plan
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/fin-edit-monetary-benefit-plan-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Create monetary benefit plans for your planning items in Portfolio Planning, Manage financials for planning items, Portfolio Planning, Strategic Portfolio Management]
---

# 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.

## Before you begin

-   [Create monetary benefit plans for your planning items in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/fin-manage-monetary-benefit-plans-ppw.md)
-   Role required: sn\_align\_ws.spw\_financial\_user

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace** and select portfolio plan.

2.  From the Prioritization or Roadmap tab, select the planning item for which you want to edit a monetary benefit plan.

    The full details page of the planning item is displayed.

3.  Update a monetary benefit plan using one of the following options.

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Option

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Procedure

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**Using Monetary benefit plan related list**

</td><td>

1.  Select the **Monetary Benefit Plans** related list.
2.  Select the name of a required benefit plan.
3.  In the Details tab, edit the required fields and select **Save**.


</td></tr><tr><td id="d52238e131">

**Using finanicals record page**

</td><td>

1.  Select the **Financials** tab.
2.  Select the name of a required benefit plan.
3.  In the Edit monetary benefit plan side-panel, edit the required fields and select **Update**.


</td></tr></tbody>
</table>