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.
Before you begin
Role required: scrum_master, scrum_product_owner, or scrum_admin
About this task
You can associate a monetary benefit plan with a non-monetary benefit plan and vice versa.
Note: When you delete a benefit plan, any relationship with the associated benefit plan is also removed.
Procedure
Navigate to All > Agile Development > Epics.
Open the required epic.
Select View > Benefit from the Additional actions menu (
Hamburger icon\).
Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
Select the information icon (
information icon\) for a benefit plan that you want to associate.
Select Open Record.
On the Benefit Plan form, select Associate new benefit.
On the form, fill in the fields.
For description of fields, see Create a monetary benefit plan for an epic and Create a non-monetary benefit plan for an epic.
Select Save.
Result
The selected benefit plan is associated with another plan.
What to do next
Select the View Associated benefit plan related link to view the associated benefit plan.
Parent Topic:Create an epic in Agile Development 2.0