--- 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 for a project # Create a non-monetary benefit plan for a project {#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 spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed. ## Antes de Iniciar Role required: it_project_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: April and FY16: May. 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 project. ## Procedimento 1. Navigate to AllProjectProjectsAll. 2. Open the required project. 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 more information, see [Non-monetary benefit plans form](https://servicenow-prod.fluidtopics.net/T_G9aCyttZauiEGkaHE8qA "Learn about the fields of non-monetary benefit plans form."). Nota: When you move the [project](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.") or the milestone date, the associated benefit plans also change accordingly based on whether the benefit plan is tied to the project start date, end date, or one of the project milestones. 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 project date changes. 6. Select Submit. {#create-a-non-monetary-benefit-plan-for-a-project__steps_iz2_svy_jpb} ## 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/vI2jptooAaEcnv0NgRbazw "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans."), so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans. {#create-a-non-monetary-benefit-plan-for-a-project__ul_v2t_qxy_jpb} * **[Update a non-monetary benefit plan breakdown for a project](https://servicenow-prod.fluidtopics.net/Of3e_rnhDAqNHSRR3X1FAw)** Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods. **Conceitos relacionados** * [Create and manage waterfall projects](https://servicenow-prod.fluidtopics.net/T071mWYfzvRKjtxr_DwplA "Plan, create, and manage projects using the Waterfall methodology.") * [Costing add-on in Project Management](https://servicenow-prod.fluidtopics.net/0qtv8eIoYDNBeoq2rXSxVg "The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.") **Tarefas relacionadas** * [Create a project task from a project](https://servicenow-prod.fluidtopics.net/QW63Z_o1ZL9vFxnyQoGxOQ "Create tasks from the project form to break down project objectives into manageable units of work.") * [Create a parent-child relationship on the Project Task form](https://servicenow-prod.fluidtopics.net/aisbbo47AfB~calO3uLPAw "Create a child task from any project task form.") * [Create a monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/5kkfVfPdTlXWgufbMCMvfQ "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.") * [Associate monetary and non-monetary benefit plans](https://servicenow-prod.fluidtopics.net/vI2jptooAaEcnv0NgRbazw "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.") * [Create a project cost plan](https://servicenow-prod.fluidtopics.net/VrQZaER8BuJg~R0j61POfg "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.") * [Recalculating costs of all resource plans in a project](https://servicenow-prod.fluidtopics.net/OtyoYxyjtz~j6Ybw4PQqsg "Recalculate the resource costs of all resource plans in a project whenever the hourly rates change in the associated rate model so that the plan costs are up to date.") * [Create an expense line](https://servicenow-prod.fluidtopics.net/mBNLS0_DAaJXMKgFKCGVaA "A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.") * [Update a project](https://servicenow-prod.fluidtopics.net/D7081Pka97TWEmWa5Y3~0g "Update the project and make adjustments in fields to handle scope, cost, and schedule. While a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks.") * [Copy a project](https://servicenow-prod.fluidtopics.net/eO6Pqmb2HhnVhaueXVDBWQ "Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.") * [Assign a project schedule](https://servicenow-prod.fluidtopics.net/z_shjXugjP8qzcNyD8_3Cw "Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one.") * [Create baseline of a project](https://servicenow-prod.fluidtopics.net/bq_bqgv0TKrzxvS5si499w "Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.") * [Create a milestone](https://servicenow-prod.fluidtopics.net/_asVrP9WOIbzMauwCMg2dg "A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.") * [Activate project task email notifications](https://servicenow-prod.fluidtopics.net/PCQkkI1b8~bs_mgwqf8SHg "The following email notifications for the Project Management application are available by default, but are inactive. You must activate them manually.") * [Change the planned start date of a project](https://servicenow-prod.fluidtopics.net/7misDV7B3QsqaaDRt9Ug2w "Adjust the schedule of a project by changing the planned start date of a project and shifting it later or earlier than the current planned schedule.") * [Create a cost type definition](https://servicenow-prod.fluidtopics.net/IFthHznC~1nEgj3CUBFKEQ "Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.") * [Generate labor costs](https://servicenow-prod.fluidtopics.net/GMv6JkWmU0eG5NB2WtVN8A "Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.") * [Create a project status report](https://servicenow-prod.fluidtopics.net/XtwMdfldzALf5nKLAPiYpg "Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.") * [Allocate budget to a project](https://servicenow-prod.fluidtopics.net/FxrYPa0O79XSnX8KN2oKig "Set the budget of a project according to the fiscal years.") * [Migrate budget of active projects to Next Experience](https://servicenow-prod.fluidtopics.net/NJPoKAMxLVCc~3QPrThULQ "Migrate the project budget to Next Experience to manage the financials using Project Workspace.") * [Migrate financial baselines of projects to Next Experience](https://servicenow-prod.fluidtopics.net/UlAxBZJJBOFvDgVEtw9O_w "Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.") * [Update a non-monetary benefit plan breakdown for a project](https://servicenow-prod.fluidtopics.net/Of3e_rnhDAqNHSRR3X1FAw "Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.")