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Create a demand › Use › Demand Management › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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 demand.

Before you begin

Role required: it_demand_manager

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, its relationship with the associated benefit plan (if any) is also removed.

Procedure

  1. Navigate to All > Demand > Demands > All.

  2. Open the required demand form.

  3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.

  4. Select the name of a benefit plan that you want to associate.

  5. Associate a monetary or non-monetary benefit plan.

OptionAction
Associate an existing benefit planOn the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate.
Associate a new benefit plan
  1. On the Benefit Plan form, select Associate new benefit.
  2. On the form, fill in the fields. For details, see Create a monetary benefit plan for a demand and Create a non-monetary benefit plan for a demand.
  1. 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 a demand