Capture actual monetary benefits

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

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

Before you begin

Create monetary benefit plans for your projects in Project Workspace
Role required: sn_align_ws.spw_financial_user

Procedure

Navigate to Workspaces > Project Workspace and open a project.
Capture actual monetary benefits using one of the 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.

3. 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.

Parent Topic:Create monetary benefit plans for your projects in Project Workspace

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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/project-workspace/fin-manage-actual-monetary-benefit-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]
---

# 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 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** &gt; **Project Workspace** and open a project.

2.  Capture actual monetary benefits using one of the options.

<table id="choicetable_b1n_bmf_khc"><thead><tr><th align="left" id="d266472e86">

Option

</th><th align="left" id="d266472e89">

Procedure

</th></tr></thead><tbody><tr><td id="d266472e95">

**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="d266472e125">

**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>3.  You can change the previously captured planned benefit from the **Entered benefit** field.

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


**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)