Associate monetary and non-monetary benefit plans

---
title: Associate monetary and non-monetary benefit plans
description: Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits \(financial and non-financial\) accrued by the epic for the hybrid benefit plans.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scaled-agile-framework-safe/associate-benefit-plans-safe-epic.html
release: australia
product: Scaled Agile Framework \(SAFe\)
classification: scaled-agile-framework-safe
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Define an epic in SAFe, SAFe entities, Essential SAFe, Scaled Agile Framework \(SAFe\), Strategic Portfolio Management]
---

# 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 epic for the hybrid benefit plans.

## Before you begin

Role required: safe\_product\_owner, safe\_scrum\_master, or safe\_admin

## 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, any relationship with the associated benefit plan is also removed.

## Procedure

1.  Navigate to **All** > **Agile Development** > **Epics**.

2.  Open the required epic.

3.  Select **View** > **Benefit** from the Additional actions menu \(\[Omitted image "hamburger-icon.png"\] Alt text: Hamburger icon\).

4.  Click the Monetary Benefit Plans or Non-monetary Benefit Plans related list.

5.  Click the information iconfor a benefit plan that you want to associate.

6.  Click **Open Record**.

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

<table id="choicetable_CreateAnEpic"><thead><tr><th align="left" id="d344439e128">

Option

</th><th align="left" id="d344439e131">

Action

</th></tr></thead><tbody><tr><td id="d344439e137">

**Associate an existing benefit plan**

</td><td>

On the Benefit Plan form, fill in the **Associated benefit** field with the benefit plan that you want to associate.

</td></tr><tr><td id="d344439e149">

**Associate a new benefit plan**

</td><td>

1.  On the Benefit Plan form, click **Associate new benefit**.
2.  On the form, fill in the fields. For details, see [Create a monetary benefit plan for an epic](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scaled-agile-framework-safe/create-monetary-benefit-plan-safe-epic.md) and [Create a non-monetary benefit plan for an epic](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scaled-agile-framework-safe/create-non-monetary-benefit-plan-safe-epic.md).


</td></tr></tbody>
</table>8.  Click **Save**.


## Result

The selected benefit plan is associated with another plan.

## What to do next

Click the **View Associated benefit plan** related link to view the associated benefit plan.

**Parent Topic:**[Define an epic in SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scaled-agile-framework-safe/create-SAFeepic.md)