Edit monetary benefit plans for a demand

task australia Updated Sep 10, 2026 1 min read create-monetary-benefit-plan-for-dw.md

Raw file servicenow.com

Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

Before you begin

A monetary benefit plan exists. For more information, see Create a monetary benefit plan for a demand.

Role required: it_demand_manager

Procedure

Navigate to Workspaces > Strategic Planning Workspace.
Select the Demands icon [Omitted image "demands-icon.png"].
Open a demand from the List page.
Edit a monetary benefit plan using one of the following options.

Option	Procedure
Using the Monetary Benefit Plans tab	Select Details from the navigation menu. Select the Monetary Benefit Plans tab. Note: If the Monetary Benefit Plans tab isn't visible, select More > Monetary Benefit Plans. Select the name of a required benefit plan. Edit the required fields and select Save.
Using the Financials page	Select Financials from the navigation menu. Select the name of a required benefit plan. In the Edit monetary benefit plan side-panel, edit the required fields and select Update.

Option

Procedure

Using the Monetary Benefit Plans tab

Select Details from the navigation menu.
Select the Monetary Benefit Plans tab.

Note: If the Monetary Benefit Plans tab isn't visible, select More > Monetary Benefit Plans.

Select the name of a required benefit plan.
Edit the required fields and select Save.

Using the Financials page

Select Financials from the navigation menu.
Select the name of a required benefit plan.
In the Edit monetary benefit plan side-panel, edit the required fields and select Update.

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---
title: Edit monetary benefit plans for a demand
description: Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/create-monetary-benefit-plan-for-dw.html
release: australia
product: Strategic Planning
classification: strategic-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create monetary benefit plans, Manage financials for demands, Use, Next Experience for Demand Management in Strategic Planning, Strategic Planning, Strategic Portfolio Management]
---

# Edit monetary benefit plans for a demand

Edit a planned monetary benefit plan to revise the benefits, dates, and offset to keep financial records current.

## Before you begin

A monetary benefit plan exists. For more information, see [Create a monetary benefit plan for a demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/create-monetary-benefit-plans-for-a-demand-dw.md).

Role required: it\_demand\_manager

## Procedure

1.  Navigate to **Workspaces** &gt; **Strategic Planning Workspace**.

2.  Select the Demands icon \[Omitted image "demands-icon.png"\].

3.  Open a demand from the **List** page.

4.  Edit a monetary benefit plan using one of the following options.

<table id="choicetable_b1n_bmf_khc"><thead><tr><th align="left" id="d89421e100">

Option

</th><th align="left" id="d89421e103">

Procedure

</th></tr></thead><tbody><tr><td id="d89421e109">

**Using the __Monetary Benefit Plans__ tab**

</td><td>

1.  Select **Details** from the navigation menu.
2.  Select the **Monetary Benefit Plans** tab.

**Note:** If the **Monetary Benefit Plans** tab isn't visible, select **More** &gt; **Monetary Benefit Plans**.

3.  Select the name of a required benefit plan.
4.  Edit the required fields and select **Save**.


</td></tr><tr><td id="d89421e159">

**Using the __Financials__ page**

</td><td>

1.  Select **Financials** from the navigation 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>