Edit monetary benefit plan

---
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/project-workspace/fin-edit-monetary-benefit-plan-pws.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create monetary benefit plans for your projects in Project Workspace, Manage financials, Project Workspace, Project Portfolio Management, 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 projects in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/fin-manage-monetary-benefit-plans-pws.md)
-   Role required: sn\_align\_ws.spw\_financial\_user

## Procedure

1.  Navigate to **Workspaces** > **Project Workspace** and open a project.

2.  Update a monetary benefit plan using one of the options.

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Option

</th><th align="left" id="d282439e89">

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="d282439e122">

**Using finanicals record page**

</td><td>

1.  Select the **Financials** from the left menu.
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>
**Parent Topic:**[Create monetary benefit plans for your projects in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/fin-manage-monetary-benefit-plans-pws.md)