Create a non-monetary benefit plan for a demand

task australia Updated Sep 10, 2026 1 min read create-non-monetary-benefit-plan-ppw.md

Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.

Before you begin

Role required: it_demand_manager

About this task

The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting Automatic or Manual in the Breakdown Type field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The Non-monetary Benefit Plan Breakdowns tab shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period of the demand.

Note: Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity.

Procedure

Navigate to Workspaces > Portfolio Planning Workspace.
Select the Demands icon [Omitted image "demands-icon.png"].
Open a demand from the List page.
Select Details from the navigation menu.
Select the Non-monetary Benefit Plans tab.

Note: If the Non-monetary Benefit Plans tab isn't visible, select More > Non-monetary Benefit Plans.
Select New.
On the Benefit Plan form, fill in the fields.

For more information on field values, see Non-monetary benefit plan form.
Select Save.

What to do next

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand for the hybrid benefit plans. For more information, see Associate monetary and non-monetary benefit plans.

56 lines · 2.9 KB Wrap lines

---
title: Create a non-monetary benefit plan for a demand
description: Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-non-monetary-benefit-plan-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage financials for demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Create a non-monetary benefit plan for a demand

## Before you begin

Role required: it\_demand\_manager

## About this task

The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting **Automatic** or **Manual** in the **Breakdown Type** field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The **Non-monetary Benefit Plan Breakdowns** tab shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period of the demand.

**Note:** Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity.

## Procedure

1. Navigate to **Workspaces** &gt; **Portfolio Planning Workspace**.

2. Select the Demands icon \[Omitted image "demands-icon.png"\].

3. Open a demand from the **List** page.

4. Select **Details** from the navigation menu.

5. Select the **Non-monetary Benefit Plans** tab.

**Note:** If the **Non-monetary Benefit Plans** tab isn't visible, select **More** &gt; **Non-monetary Benefit Plans**.

6. Select **New**.

7. On the Benefit Plan form, fill in the fields.

For more information on field values, see [Non-monetary benefit plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/non-monetary-benefit-plan-form-ppw.md).

8. Select **Save**.

## What to do next

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits \(financial and non-financial\) accrued by the demand for the hybrid benefit plans. For more information, see [Associate monetary and non-monetary benefit plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/associate-benefit-plans-ppw.md).