Associate monetary and non-monetary benefit plans
Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the epic for the hybrid benefit plans.
Antes de Iniciar
Role required: safe_product_owner, safe_scrum_master, or safe_admin
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, any relationship with the associated
benefit plan is also removed.
Procedimento
- Navigate to .
- Open the required epic.
-
Select from the Additional actions menu
(
).
- Click the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
-
Click the information icon
(
) for a benefit plan that you want to associate.
- Click Open Record.
-
Associate a monetary or non-monetary benefit plan.
Option Action Associate an existing benefit plan On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate. Associate a new benefit plan - On the Benefit Plan form, click Associate new benefit.
- On the form, fill in the fields. For details, see Create a monetary benefit plan for an epic and Create a non-monetary benefit plan for an epic.
- Click Save.
Resultado
O que Fazer Depois
Click the View Associated benefit plan related link to view the associated benefit plan.