---
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


---

# Create non-monetary benefit plans

# Create a non-monetary benefit plan for a demand {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is
executed.

## Before you begin

Role required: it_demand_manager

## About this task

The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting Automatic or Manual in the Breakdown Type field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The
Non-monetary Benefit Plan Breakdowns tab shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period of the demand.  
Note:  
Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity.

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace.
2. Select the Demands icon ![]().
3. Open a demand from the List page.
4. Select Details from the navigation menu.
5. Select the Non-monetary Benefit Plans tab.  
   Note:  
   If the Non-monetary Benefit Plans tab isn't visible, select MoreNon-monetary Benefit Plans.
6. Select New.  
7. On the Benefit Plan form, fill in the fields.  
   For more information on field values, see [Non-monetary benefit plan form](https://servicenow-prod.fluidtopics.net/BNg7hk3dnYIJ2r7jlwxuJA "The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.").
8. Select Save.
{#create-non-monetary-benefit-plan-ppw__steps_apt_24y_33c}

## What to do next

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand for the hybrid benefit plans. For more information, see [Associate monetary and non-monetary benefit plans](https://servicenow-prod.fluidtopics.net/QyJrC5PBK2WQObBomAvaPA "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.").

*[\>]: and then