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 project for the hybrid benefit plans.

Before you begin

Role required: it_project_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 > Project > Projects > All.

2. Open the required project form.

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

4. Select the information icon (

1. Select Open Record.

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

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:Starting a project

Related topics

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Create a parent-child relationship on the Project Task form

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Create a monetary benefit plan for a project

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