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

task australia Updated Sep 10, 2026 1 min read fin-manage-non-monetary-benefit-plans-spw.md
Raw file servicenow.com

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

Before you begin

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.

  5. Select Save.

Search documentation
Search document titles and file paths on the australia branch