Add monetary and non-monetary benefit plans related lists

task brazil Updated Sep 10, 2026 1 min read add-benefit-plans-planning-items-ppw-fin.md

Raw file servicenow.com

Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.

Before you begin

This is a one time activity to enable and view the monetary benefit plans and non-monetary benefit plans related list for all the planning items.
Role required: admin

Procedure

Navigate to All > System Definition > Tables.
Filter the Label field to locate a planning item type.
Select the Show List related link.
Open a record from the list of Features or Capabilities.
Change the scope of the application if you do not see the editable form of the record page.
Change the record page view to EAP Default.

To change the view, select Additional actions menu ([Omitted image "hamburger-icon.png"] Alt text:), select View, and select the EAP Default view.

[Omitted image "fin-select-eap-default-view.png"] Alt text: Additional options menu to select the EAP Default view to enable benefit plans.
Select Additional actions menu ([Omitted image "hamburger-icon.png"] Alt text:), select Configure, and select the Related Lists option.

[Omitted image "fin-config-related-lists.png"] Alt text: Additional options menu to configure related lists for your planning items.
Select Monetary Benefit Plans and Non-monetary Benefit Plans from the Available list and add them to Selected list.
Select Save.
Select Update on the planning item record page.

What to do next

Create and manage monetary and non-monetary benefits plans for your planning items.

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---
title: Add monetary and non-monetary benefit plans related lists
description: Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/add-benefit-plans-planning-items-ppw-fin.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Add monetary and non-monetary benefit plans related lists

Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.

## Before you begin

- This is a one time activity to enable and view the monetary benefit plans and non-monetary benefit plans related list for all the planning items.
- Role required: admin

## Procedure

1. Navigate to **All** &gt; **System Definition** &gt; **Tables**.

2. Filter the Label field to locate a planning item type.

3. Select the **Show List** related link.

4. Open a record from the list of Features or Capabilities.

5. Change the scope of the application if you do not see the editable form of the record page.

6. Change the record page view to **EAP Default**.

To change the view, select **Additional actions** menu \(\[Omitted image "hamburger-icon.png"\] Alt text:\), select **View**, and select the **EAP Default** view.

\[Omitted image "fin-select-eap-default-view.png"\] Alt text: Additional options menu to select the EAP Default view to enable benefit plans.

7. Select **Additional actions** menu \(\[Omitted image "hamburger-icon.png"\] Alt text:\), select **Configure**, and select the **Related Lists** option.

\[Omitted image "fin-config-related-lists.png"\] Alt text: Additional options menu to configure related lists for your planning items.

8. Select **Monetary Benefit Plans** and **Non-monetary Benefit Plans** from the Available list and add them to Selected list.

9. Select **Save**.

10. Select **Update** on the planning item record page.

## What to do next

Create and manage monetary and non-monetary benefits plans for your planning items.

- [Create monetary benefit plans for your planning items in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/fin-manage-monetary-benefit-plans-ppw.md)
- [Manage non-monetary benefit plans for your planning items in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/fin-manage-non-monetary-benefit-plans-ppw.md)