---
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


---

# Associate monetary and non-monetary benefit plans

# Associate monetary and non-monetary benefit plans {#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

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

## Antes de Iniciar

Role required: it_demand_manager

## Por Que e Quando Desempenhar Esta Tarefa

You can associate a monetary benefit plan with a non-monetary benefit plan and vice versa.  
Nota:  
When you delete a benefit plan, its relationship with the associated benefit plan (if any) is also removed.

## Procedimento

1. Open a demand from the home page of Next Experience for Demand Management.  
   For more information, see [Access demands](https://servicenow-prod.fluidtopics.net/lAdpNN4eTzDika7SvvzGdA "Learn how to navigate to the Next Experience for Demand Management and open a demand from the All Demands page.").
2. Select Details from the L-2 (level 2) navigation menu.
3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab.  
   Nota:  
   If the Monetary Benefit Plans or Non-monetary Benefit Plans tabs aren't visible, select More and then select the Monetary Benefit Plans or Non-monetary Benefit Plans tab.
4. Select the benefit plan that you want to associate.
5. On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate.
6. Select Save.  
   The selected benefit plan is associated with this benefit plan.  
   Nota:  
   Alternatively, you can associate benefit plans with each other from the Benefit estimate playbook activity. For more information, see [Use Playbooks](https://servicenow-prod.fluidtopics.net/he1rhVODwqpr1qcNmKQ8mQ "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.").
{#associate-benefit-plans-dw__steps_y2c_rvw_j3c}
**Tarefas relacionadas**   

* [Use Playbooks](https://servicenow-prod.fluidtopics.net/he1rhVODwqpr1qcNmKQ8mQ "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.")
* [Create and manage benefit plans](https://servicenow-prod.fluidtopics.net/6zR_S5J~_gbUwQa5ehqQeg "Create a monetary or non-monetary benefit plan to specify the estimated monetary or 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.")  
**Referência relacionada**   

* [Demand default playbook stages and activities](https://servicenow-prod.fluidtopics.net/QcPLcowNnRWHGG3P7~TZow "The default demand playbook includes certain predefined stages and activities. These activities guide you through the demand life-cycle, from capturing the initial brief to completing the demand.")
* [Monetary benefit plan form](https://servicenow-prod.fluidtopics.net/XiH5SUeQWEtqLVp2x4GZuw "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.")
* [Non-monetary benefit plan form](https://servicenow-prod.fluidtopics.net/PJvWDWNx4Zbx_XlN_NtzWg "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.")