Manage non-monetary benefit plans for your planning items in Portfolio Planning

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

    Antes de Iniciar

    Role required: sn_align_ws.spw_financial_user

    Procedimento

    1. Navigate to Workspaces > Portfolio Planning Workspace and select portfolio plan.
    2. Select a planning item from the Planning module.
    3. Select the Non-monetary Benefit Plans related list.

      GIF showing selection of Non-monetary Benefit Plans related link.

    4. On the Benefit Plan form, fill the fields.
      For a description of the field names, see Non-monetary benefit plans form.
    5. Select Save.