Create monetary benefit plans for your planning items in Portfolio Planning

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

Before you begin

• Enable monetary benefit plans for planning items
• Add monetary and non-monetary benefit plans related lists
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace and select a planning item.

2. From the list of portfolio plans, select a portfolio plan.

3. From the Prioritization or Roadmap tab, select the planning item to create a monetary benefit plan.

   The full details page of the planning item is displayed.

4. Create a monetary benefit plan using one of the following options.

1. On the Benefit Plan form, fill the fields.

   For a description of the field names, see Benefit Plan form

2. Select Save.

Result

The newly created monetary benefit plan appears in the finanicals record page and in the monetary benefit plans related list.

What to do next

• Edit monetary benefit plan.
• Capture actual monetary benefits.