Capture actual monetary benefits for a demand

task brazil Updated Sep 10, 2026 1 min read manage-lean-budgeting-for-demand-ppw.md
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Capture actual benefits from planned benefits to measure revenue and calculate profits.

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

  1. Navigate to Workspaces > Portfolio Planning Workspace.

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

  3. Open a demand from the List page.

  4. Select Details from the navigation menu.

  5. Select the Monetary Benefit Plans tab.

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

  6. Select the name of a required benefit plan.

  7. Select the Monetary Benefit Plan Breakdowns tab.

  8. Select the value in the Entered benefit field.

  9. Change the planned benefit in the Entered benefit field.

  10. Enter the actual benefits from work execution in the Actual benefit field.

  11. Select Save.

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