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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a non-monetary benefit plan

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

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Create a non-monetary benefit plan to specify the estimated benefit in a category for
a fiscal period. Demand benefit plans capture the potential non-financial benefits accrued
by the demand when the demand is executed.

## Antes de Iniciar

Role required: it_demand_manager

## Por Que e Quando Desempenhar Esta Tarefa

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 related list shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period for the demand.  
Nota:  
Converting a demand to a project or EAP entity transfers the benefit plans from the demand to the target project or EAP entity.

## Procedimento

1. Navigate to AllDemandDemandsAll.
2. Open the required demand form.
3. Select the Non-Monetary Benefit Plans related list.
4. To create a non-monetary benefit plan, select New.
5. On the form, fill in the fields.  
   For a description of the field names, see [Non-monetary Benefit Plan form](https://servicenow-prod.fluidtopics.net/BxQHn8U98rjOBNxDYPblZA "Use the Non-monetary Benefit Plan form to specify the potential non-financial benefits accrued by the demand, when it's executed.").  
   Nota:  
   When you [move the demand dates](https://servicenow-prod.fluidtopics.net/Rbg~cd7PwuBm4CIepZuj0Q "Balance the cost and resources by changing the start date of a demand or a project and shifting it to a different fiscal period."), the associated benefit plans also change accordingly based on whether the benefit plan is tied to the demand start date, or end date. The [project property](https://servicenow-prod.fluidtopics.net/5g2jgCRf8cbHrKVowB0QMA#r_InstalledWithProjectManagement__project_application_properties) Change Resource Plan, Cost Plan and Benefit Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date changes.
6. Select Submit.
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## O que Fazer Depois

* On the Benefit Plan form, view the benefit breakdown by fiscal period in the Non-monetary Benefit Plan Breakdowns related list.
* [Associate monetary and
  non-monetary benefit plans](https://servicenow-prod.fluidtopics.net/mobJUOF9sAFV5SRF4rGNKw "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand."), so that you can capture the potential benefits (financial and non-financial) accrued by the demand for the hybrid benefit plans.
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* **[Update a non-monetary benefit plan breakdown for a demand](https://servicenow-prod.fluidtopics.net/2w0n8ivXQViR6rAtQFclPw)**   
  Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.