Create monetary benefit plans for your planning items in Portfolio Planning

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    Before you begin

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace and select a planning item.
    2. From the list of portfolio plans, select a portfolio plan.
    3. From the Prioritization or Roadmap tab, select the planning item to create a monetary benefit plan.
      The full details page of the planning item is displayed.
    4. Create a monetary benefit plan using one of the following options.
      OptionProcedure
      Using Monetary benefit plan related list
      1. Select the Monetary Benefit Plans related list.
      2. Select New.
      Using finanicals record page
      1. Select the Financials tab.
      2. Select New monetary benefit plan using the More actions option.
    5. On the Benefit Plan form, fill the fields.
      For a description of the field names, see Benefit Plan form
    6. Select Save.

    Result

    The newly created monetary benefit plan appears in the finanicals record page and in the monetary benefit plans related list.

    What to do next