Monetary Benefit Plan Breakdown form

reference brazil Updated Sep 10, 2026 1 min read monetary-benefit-plan-breakdown-form.md

Learn about the fields of monetary benefit plans form.

Field	Description
Task	Task to which the benefit plan breakdown belongs.
Portfolio	Portfolio to which the benefit plan breakdown belongs.
Entered currency	Currency specified in the benefit plan.
Exchange rate	Rate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan break down has multiple rates, the rate in effect on the first date of that period is used. Exchange rate is used to convert the entered benefit into the functional benefit. It is obtained from the itfm_fx_rate [budget_reference_rates] table.
Actual benefit	Actual benefit that is incurred from the project or demand.
Benefit plan	Benefit plan to which the benefit plan breakdown belongs.
Fiscal period	Fiscals generated at the period level. For information on periods, see fiscal calendars.
Entered benefit	Benefit in entered currency.
Functional benefit	Functional benefit obtained by multiplying the exchange rate with the entered benefit.
Exchange rate date	First date of the fiscal period corresponding to the benefit plan breakdown.

**Parent Topic:**[Form field information for Project Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/form-field-information-for-project-management.md)

Update a monetary benefit plan breakdown for a project

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---
title: Monetary Benefit Plan Breakdown form
description: Learn about the fields of monetary benefit plans form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/project-management/monetary-benefit-plan-breakdown-form.html
release: brazil
product: Project Management
classification: project-management
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Management, Project Management reference, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Monetary Benefit Plan Breakdown form

Learn about the fields of monetary benefit plans form.

<table id="table_uct_mvj_yfc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Task

</td><td>

Task to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Portfolio

</td><td>

Portfolio to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Entered currency

</td><td>

Currency specified in the benefit plan.

</td></tr><tr><td>

Exchange rate

</td><td>

Rate in effect for the period corresponding to the benefit plan breakdown. When the period corresponding to the benefit plan break down has multiple rates, the rate in effect on the first date of that period is used. Exchange rate is used to convert the entered benefit into the functional benefit. It is obtained from the itfm\_fx\_rate \[budget\_reference\_rates\] table.

</td></tr><tr><td>

Actual benefit

</td><td>

Actual benefit that is incurred from the project or demand.

</td></tr><tr><td>

Benefit plan

</td><td>

Benefit plan to which the benefit plan breakdown belongs.

</td></tr><tr><td>

Fiscal period

</td><td>

Fiscals generated at the period level. For information on periods, see [fiscal calendars](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/c_FiscalCalendar.md).

</td></tr><tr><td>

Entered benefit

</td><td>

Benefit in entered currency.

</td></tr><tr><td>

Functional benefit

</td><td>

Functional benefit obtained by multiplying the exchange rate with the entered benefit.

</td></tr><tr><td>

Exchange rate date

</td><td>

First date of the fiscal period corresponding to the benefit plan breakdown.

</td></tr></tbody>
</table>**Parent Topic:**[Form field information for Project Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/form-field-information-for-project-management.md)

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[Update a monetary benefit plan breakdown for a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/update-benefit-plan-breakdown.md)