Manage non-monetary benefit plans for your planning items in Portfolio Planning

---
title: Manage non-monetary benefit plans for your planning items in Portfolio Planning
description: Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/fin-manage-non-monetary-benefit-plans-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 planning items, Portfolio Planning, Strategic Portfolio Management]
---

# Manage non-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

Role required: sn\_align\_ws.spw\_financial\_user

## Procedure

1.  Navigate to **Workspaces** > **Strategic Planning Workspace** and select portfolio plan.

2.  Select a planning item from the Planning module.

3.  Select the **Non-monetary Benefit Plans** related list.

    \[Omitted image "fin-slct-non-monetary-benefit-plan-gif.gif"\] Alt text: GIF showing selection of Non-monetary Benefit Plans related link.

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

    For a description of the field names, see [Non-monetary benefit plans form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/non-monetary-benefit-plans-form.md).

5.  Select **Save**.