Manage monetary benefit plans for your planning items in Strategic Planning

Release version: Washingtondc

Updated January 16, 2025

1 minute to read

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

Before you begin

Role required: sn_align_ws.spw_financial_user

Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.
Select a planning item from the Planning module.
Select the Monetary Benefit Plans related list.
On the Benefit Plan form, fill the fields.
For a description of the field names, see Benefit Plan form
Select Save.