---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Associate monetary and non-monetary benefit plans

# Associate monetary and non-monetary benefit plans {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Associate monetary and non-monetary benefit plans, so that you can capture the
potential benefits (financial and non-financial) accrued by the epic for the hybrid benefit
plans.

## Before you begin

Role required: scrum_master, scrum_product_owner, or scrum_admin

## About this task

You can associate a monetary benefit plan with a non-monetary benefit plan and vice versa.  
Note:  
When you delete a benefit plan, any relationship with the associated benefit plan is also removed.

## Procedure

1. Navigate to AllAgile DevelopmentEpics.
2. Open the required epic.
3. Select ViewBenefit from the Additional actions menu (![Hamburger icon]()).
4. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
5. Select the information icon (![information icon]()) for a benefit plan that you want to associate.
6. Select Open Record.
7. On the Benefit Plan form, select Associate new benefit.
8. On the form, fill in the fields.  
   For description of fields, see [Create a monetary benefit plan for an epic](https://servicenow-prod.fluidtopics.net/Kc2VRVJ1~P1qDNQfGWzWNA "Epic benefit plans capture the potential benefits accrued by the epic when the epic is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.") and [Create a non-monetary benefit plan for an epic](https://servicenow-prod.fluidtopics.net/shppC0p~ZjxlsgcVj3~_1g "Epic benefit plans capture the potential non-financial benefits accrued by the epic when the epic is executed. Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.").
9. Select Save.
{#associate-benefit-plans-agile-epic__steps_rmd_jzy_jpb}

## Result

The selected benefit plan is associated with another plan.

## What to do next

Select the View Associated benefit plan related link to view the associated benefit plan.

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