Benefit plan updates and recalculation in demand currency

reference australia Updated Sep 10, 2026 1 min read benefit-plan-updates-and-recalculation-ppw.md

Updating the entered currency, entered benefit, offset type, or fiscal period of a benefit plan updates all related amount fields in the benefit plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in demand currency.

Entered currency, Entered benefit, and Recurring field changes

When you modify these fields in the Benefit Plan form with multicurrency view enabled, the following values are recalculated:

Total planned cost in demand currency.
Benefit in demand currency in the Benefit Plan Breakdown.
Financial benefit in demand currency field in the demand.

Offset type changes

When you change the offset type (start date or end date) and specify the offset period and duration in the Benefit Plan form, the following values are recalculated:

Total planned benefit and Benefit in demand currency of the benefit plan. Benefit Plan Breakdown records can be added or removed.
If the Recurring check box isn’t selected, the Benefit in demand currency value of each Benefit Plan Breakdown record is recalculated.
Financial benefit in demand currency field in the demand.

Fiscal period changes

When you change the fiscal period (start date or end date) in the Benefit Plan form, the following values are recalculated:

Benefit in demand currency and Total planned benefit of the benefit plan. Benefit Plan Breakdown records can be added or removed.
If the Recurring check box isn't selected, the Benefit in demand currency of each Benefit Plan Breakdown record is recalculated.
Financial benefit in demand currency field in the demand.

Benefit plan breakdown changes

When you change the entered benefit in an individual Benefit Plan Breakdown record, the following values are recalculated:

Benefit in demand currency of the benefit plan.
Financial benefit in demand currency field in the demand.

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---
title: Benefit plan updates and recalculation in demand currency
description: Updating the entered currency, entered benefit, offset type, or fiscal period of a benefit plan updates all related amount fields in the benefit plan and its breakdowns. The amounts in the related demand fields are recalculated and reflected in demand currency.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/benefit-plan-updates-and-recalculation-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Multicurrency reference, Reference, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Benefit plan updates and recalculation in demand currency

## Entered currency, Entered benefit, and Recurring field changes

When you modify these fields in the Benefit Plan form with multicurrency view enabled, the following values are recalculated:

- **Total planned cost** in demand currency.
- **Benefit in demand currency** in the Benefit Plan Breakdown.
- **Financial benefit in demand currency** field in the demand.

## Offset type changes

When you change the offset type \(start date or end date\) and specify the offset period and duration in the Benefit Plan form, the following values are recalculated:

- **Total planned benefit** and **Benefit in demand currency** of the benefit plan. Benefit Plan Breakdown records can be added or removed.
- If the **Recurring** check box isn’t selected, the **Benefit in demand currency** value of each Benefit Plan Breakdown record is recalculated.
- **Financial benefit in demand currency** field in the demand.

## Fiscal period changes

When you change the fiscal period \(start date or end date\) in the Benefit Plan form, the following values are recalculated:

- **Benefit in demand currency** and **Total planned benefit** of the benefit plan. Benefit Plan Breakdown records can be added or removed.
- If the **Recurring** check box isn't selected, the **Benefit in demand currency** of each Benefit Plan Breakdown record is recalculated.
- **Financial benefit in demand currency** field in the demand.

## Benefit plan breakdown changes

When you change the entered benefit in an individual Benefit Plan Breakdown record, the following values are recalculated:

- **Benefit in demand currency** of the benefit plan.
- **Financial benefit in demand currency** field in the demand.