Update a non-monetary benefit plan breakdown for an epic

task australia Updated Sep 10, 2026 1 min read update-non-monetary-benefit-plan-breakdown-agile-epic.md

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: scrum_master, scrum_product_owner, or scrum_admin

Procedure

Navigate to All > Agile Development > Epics.
Open the required epic.
Select View > Benefit from the Additional actions menu ([Omitted image "hamburger-icon.png"] Alt text: Hamburger icon).
Click the Non-monetary Benefit Plans related list.
Open the required non-monetary benefit plan.
In the Non-monetary Benefit Plan Breakdowns related list, click the information icon ([Omitted image "informationicon.png"] Alt text: information icon.) for a non-monetary benefit plan breakdown.
Click 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.

Click Update.

Parent Topic:Create a non-monetary benefit plan for an epic

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---
title: Update a non-monetary benefit plan breakdown for an epic
description: Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/agile-development/update-non-monetary-benefit-plan-breakdown-agile-epic.html
release: australia
product: Agile Development
classification: agile-development
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a non-monetary benefit plan for an epic, Create an epic in Agile Development 2.0, Managing your product development using Agile Development 2.0, Agile Development 2.0, Agile Development, Strategic Portfolio Management]
---

# Update a non-monetary benefit plan breakdown for an epic

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: scrum\_master, scrum\_product\_owner, or scrum\_admin

## Procedure

1.  Navigate to **All** &gt; **Agile Development** &gt; **Epics**.

2.  Open the required epic.

3.  Select **View** &gt; **Benefit** from the Additional actions menu \(\[Omitted image "hamburger-icon.png"\] Alt text: Hamburger icon\).

4.  Click the Non-monetary Benefit Plans related list.

5.  Open the required non-monetary benefit plan.

6.  In the Non-monetary Benefit Plan Breakdowns related list, click the information icon \(\[Omitted image "informationicon.png"\] Alt text: information icon.\) for a non-monetary benefit plan breakdown.

7.  Click **Open Record**.

8.  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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_FiscalCalendar.md).|
    |**Entered benefit**|Benefit in entered value.|
    |**Variance**|The difference between the estimated and actual benefit.|

9.  Click **Update**.


**Parent Topic:**[Create a non-monetary benefit plan for an epic](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/agile-development/create-non-monetary-benefit-plan-agile-epic.md)