---
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


---

# Manage non-monetary benefit plans

# Manage non-monetary benefit plans for your planning items in Portfolio Planning {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

## Before you begin

Role required: sn_align_ws.spw_financial_user

## Procedure

1. Navigate to WorkspacesPortfolio Planning Workspace and select portfolio plan.
2. Select a planning item from the Planning module.
3. Select the Non-monetary Benefit Plans related list.  
4. On the Benefit Plan form, fill the fields.  
   For a description of the field names, see [Non-monetary benefit plans form](https://servicenow-prod.fluidtopics.net/EJxePyKMyHTctgLyPwexlw "Learn about the fields of non-monetary benefit plans form.").
5. Select Save.

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