Create a monetary benefit plan for a demand

task brazil Updated Sep 10, 2026 1 min read create-monetary-benefit-plans-for-a-demand-dw.md

Create and manage monetary benefit plans to track potential monetary benefits during demand execution.

Before you begin

Enable the monetary benefit plans for demands. For more information, see Enable monetary benefit plans for demands.

Role required: it_demand_manager

About this task

The monetary benefit plan breakdown records are automatically created when you save the benefit plan. The monetary benefit plan breakdown records specify the estimated and actual benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The Monetary Benefit Plan Breakdowns tab shows the aggregated benefits for estimated and actual benefits for each fiscal period for 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 > Strategic Planning Workspace.
Select the Demands icon [Omitted image "demands-icon.png"].
Open a demand from the List page.
Create a monetary benefit plan using one of the following options.

Option	Procedure
Using the Monetary Benefit Plans tab	Select Details from the navigation menu. Select the Monetary Benefit Plans tab. Note: If the Monetary Benefit Plans tab isn't visible, select More > Monetary Benefit Plans. Select New.
Using the Financials page	Select Financials from the navigation menu. Select New monetary benefit plan from the More actions menu.

Option

Procedure

Using the Monetary Benefit Plans tab

Select Details from the navigation menu.
Select the Monetary Benefit Plans tab.

Note: If the Monetary Benefit Plans tab isn't visible, select More > Monetary Benefit Plans.

Select New.

Using the Financials page

Select Financials from the navigation menu.
Select New monetary benefit plan from the More actions menu.

5. On the Benefit Plan form, complete the fields.

For a description of the field names, see [Monetary benefit plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/monetary-benefit-plan-form-dw.md).

Select Save.

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---
title: Create a monetary benefit plan for a demand
description: Create and manage monetary benefit plans to track potential monetary benefits during demand execution.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/strategic-planning/create-monetary-benefit-plans-for-a-demand-dw.html
release: brazil
product: Strategic Planning
classification: strategic-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 Strategic Planning, Strategic Planning, Strategic Portfolio Management]
---

# Create a monetary benefit plan for a demand

Create and manage monetary benefit plans to track potential monetary benefits during demand execution.

## Before you begin

Enable the monetary benefit plans for demands. For more information, see [Enable monetary benefit plans for demands](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/enable-monetary-benefit-plans-for-demands.md).

Role required: it\_demand\_manager

## About this task

The monetary benefit plan breakdown records are automatically created when you save the benefit plan. The monetary benefit plan breakdown records specify the estimated and actual benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The **Monetary Benefit Plan Breakdowns** tab shows the aggregated benefits for estimated and actual benefits for each fiscal period for 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; **Strategic Planning Workspace**.

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

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

4.  Create a monetary benefit plan using one of the following options.

<table id="choicetable_b1n_bmf_khc"><thead><tr><th align="left" id="d348962e127">

Option

</th><th align="left" id="d348962e130">

Procedure

</th></tr></thead><tbody><tr><td id="d348962e136">

**Using the __Monetary Benefit Plans__ tab**

</td><td>

1.  Select **Details** from the navigation menu.
2.  Select the **Monetary Benefit Plans** tab.

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

3.  Select **New**.


</td></tr><tr><td id="d348962e183">

**Using the __Financials__ page**

</td><td>

1.  Select **Financials** from the navigation menu.
2.  Select **New monetary benefit plan** from the More actions menu.


</td></tr></tbody>
</table>5.  On the Benefit Plan form, complete the fields.

    For a description of the field names, see [Monetary benefit plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/monetary-benefit-plan-form-dw.md).

6.  Select **Save**.