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

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

始める前に

• Enable monetary benefit plans for planning items
• Add monetary and non-monetary benefit plans related lists
• Role required: sn_align_ws.spw_financial_user

手順

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.

   

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.