Capture actual monetary benefits

task australia Updated Sep 10, 2026 1 min read fin-manage-actual-monetary-benefit-ppw.md

Raw file servicenow.com

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

Before you begin

Create monetary benefit plans for your planning items in Portfolio Planning
Role required: sn_align_ws.spw_financial_user

Procedure

Navigate to Workspaces > Portfolio Planning Workspace and select portfolio plan.
From the list of portfolio plans, select a portfolio plan.
From the Prioritization or Roadmap tab, select the planning item for which you want to capture actual monetary benefits.

The full details page of the planning item is displayed.
Capture actual monetary benefits using one of the following options.

Option	Procedure
Using Monetary benefit plan related list	Select the Monetary Benefit Plans related list. Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown. Select the value from the Entered benefit field.
Using finanicals record page	Select the Financials tab. Select the options [Omitted image "fin-options.png"] Alt text: Option to add expense lines. from the required cell of a monetary benefit plan row. Select Add actual benefits. Monetary Benefit Plan Breakdown side-panel is displayed.

Option

Procedure

Using Monetary benefit plan related list

Select the Monetary Benefit Plans related list.
Select name of the required benefit plan and select the Monetary Benefit Plan Breakdowns list to view the monetary benefit plans breakdown.
Select the value from the Entered benefit field.

Using finanicals record page

Select the Financials tab.
Select the options [Omitted image "fin-options.png"] Alt text: Option to add expense lines. from the required cell of a monetary benefit plan row.
Select Add actual benefits.

Monetary Benefit Plan Breakdown side-panel is displayed.

5. You can change the previously captured planned benefit from the **Entered benefit** field.

Enter the actuals benefits resulted from the work execution in the Actual benefit field and select Save.

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---
title: Capture actual monetary benefits
description: Capture the actual benefit from the planned benefits to measure revenue and calculate the profits.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/fin-manage-actual-monetary-benefit-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
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]
---

# Capture actual monetary benefits

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

## 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** &gt; **Portfolio Planning Workspace** and select portfolio plan.

2.  From the list of portfolio plans, select a portfolio plan.

3.  From the Prioritization or Roadmap tab, select the planning item for which you want to capture actual monetary benefits.

    The full details page of the planning item is displayed.

4.  Capture actual monetary benefits using one of the following options.

<table id="choicetable_b1n_bmf_khc"><thead><tr><th align="left" id="d62215e101">

Option

</th><th align="left" id="d62215e104">

Procedure

</th></tr></thead><tbody><tr><td id="d62215e110">

**Using Monetary benefit plan related list**

</td><td>

1.  Select the **Monetary Benefit Plans** related list.
2.  Select name of the required benefit plan and select the **Monetary Benefit Plan Breakdowns** list to view the monetary benefit plans breakdown.
3.  Select the value from the **Entered benefit** field.


</td></tr><tr><td id="d62215e140">

**Using finanicals record page**

</td><td>

1.  Select the **Financials** tab.
2.  Select the options \[Omitted image "fin-options.png"\] Alt text: Option to add expense lines. from the required cell of a monetary benefit plan row.
3.  Select **Add actual benefits**.

Monetary Benefit Plan Breakdown side-panel is displayed.

</td></tr></tbody>
</table>5.  You can change the previously captured planned benefit from the **Entered benefit** field.

6.  Enter the actuals benefits resulted from the work execution in the **Actual benefit** field and select **Save**.