---
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


---

# Non-monetary benefit plan form

# Non-monetary benefit plan form {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Non-monetary Benefit Plan Form

The Non-monetary Benefit Plan form in ServiceNow enables you to create and manage non-monetary benefit plans linked to specific demands.
This form helps you track and quantify benefits that are not directly financial, supporting comprehensive benefit management for your projects or initiatives.
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## Key Features

* **Benefit Plan Details:** Define the benefit plan's name, associated demand (automatically linked), sponsor, and detailed categorization of the benefit into hard or soft types with subcategories.
* **Benefit Timing and Duration:** Configure when benefits begin to accrue using offset types such as None, Milestone, Start Date, or End Date. The start and end fiscal periods are calculated based on these settings but can be manually adjusted if no offset is selected.
* **Benefit Types and Measures:** Specify if the benefit is monetary or non-monetary, and select measurement types including Count, Percentage, Hours, Days, Score, or simple Yes/No tracking for non-quantifiable benefits.
* **Benefit Breakdown Management:** Choose how benefit breakdown records are created---no breakdown, automatic with linear calculation, or manual without initial data entry---allowing flexibility in how benefits are tracked over time.
* **Aggregation Modes:** Control how benefit values roll up from detailed breakdowns to the overall plan using sum, average, most recent, maximum, or minimum calculations to reflect your reporting preferences.

## Practical Application for ServiceNow Customers

This form is essential for customers who need to document and monitor non-monetary benefits related to their demands, such as value-added improvements, efficiencies, or other qualitative gains. By accurately setting categories, start/end periods, and benefit measures, customers can ensure their benefit plans reflect realistic, measurable progress and outcomes.

The ability to track both planned and actual benefits, and to adjust breakdowns automatically or manually, provides comprehensive visibility and control over benefit realization. This supports better decision-making and reporting aligned with organizational goals.  
The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.
{#non-monetary-benefit-plan-form-ppw__table_demand_benefit_plan_form__entry__2}

| Field | Description |
|-|-|
| Name | Name of the benefit plan. |
| Work | Demand associated with the cost plan. This field is automatically set to the associated demand. |
| Sponsor | Sponsor for the demand. |
| Category | Type of the non-monetary benefit: * Hard: Benefits measured in terms of revenue. * Soft: Benefits measured in terms of value. {#non-monetary-benefit-plan-form-ppw__ul_ekd_dzl_qy} |
| Sub category | Subcategories of hard and soft benefits. The selection in the Category field determines the available options in this field. |
| Benefit type | Type of the benefit. The available values are: * Monetary benefits * Non-monetary benefits {#non-monetary-benefit-plan-form-ppw__ul_mqc_ymw_1kc} |
| Offset type | Indicates when benefits start to accrue. If the value in the selected offset type changes, the benefit plan start date shifts accordingly. The available values are: * None * Milestone * Start Date * End Date {#non-monetary-benefit-plan-form-ppw__ul_pst_cnw_1kc} For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts accordingly. |
| Start fiscal period | Starting fiscal period. Populated based on values in the Offset field relative to the selected demand start date or demand end date, and the Duration in period values. The field is editable if you select None in the Offset type field. Changing the start fiscal period also updates the associated benefit breakdown values. |
| End fiscal period | Ending fiscal period. Changing the end fiscal period also updates the associated benefit breakdown values. |
| Associated benefit | Benefits associated with this benefit plan. |
| Description | Summary of the benefit plan. |
[Table 1. Non-monetary benefit plan form]

{#non-monetary-benefit-plan-form-ppw__table_demand_benefit_plan_form} {#non-monetary-benefit-plan-form-ppw__table_svx_dn3_fdc__entry__2}

| Field | Description |
|-|-|
| Non-monetary entered benefit | Estimated amount of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods. |
| Measure | Type of measure for the non-monetary benefit plan. The available values are: * Count * Percentage * Hours * Days * Score {#non-monetary-benefit-plan-form-ppw__ul_u2s_mvw_1kc} The Yes/No options are used to track the benefits that aren't quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the Benefits achieved check box to indicate that the benefits have been achieved. |
| Benefits achieved | Indicates whether the benefit is achieved. |
| Non-monetary planned benefit | Estimated value of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods only. |
| Breakdown type | Type of breakdown creation when you save the benefit plan. The available values are: * None: No breakdowns are created. * Automatic: A non-monetary benefit plan breakdown record is created automatically with data. The breakdown is calculated linearly. * Manual: A non-monetary benefit plan breakdown record is created automatically but without data in the entered benefit column. {#non-monetary-benefit-plan-form-ppw__ul_fz1_rwx_f3c} |
| Non-monetary actual benefit | Actual benefit value rolled up from the actual benefit in the benefit breakdown. |
| Aggregation mode | Determines how the roll-up happens from breakdowns to the benefit plan and updates the values in the Non-monetary planned benefit and Non-monetary actual benefit fields. The available values are: * Sum: Aggregates data from all breakdowns. * Average: Average value from all breakdowns. * Most recent: Recent breakdown value. * Max: Maximum value among the breakdowns. * Min: Minimum value among the breakdowns. {#non-monetary-benefit-plan-form-ppw__ul_htn_zwx_f3c} |
[Table 2. Non-monetary details]

{#non-monetary-benefit-plan-form-ppw__table_svx_dn3_fdc}