---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Non-monetary benefit plan form

# Non-monetary benefit plan form {#ariaid-title1}

Release version: Australia  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Non-monetary benefit plan form

The Non-monetary benefit plan form in ServiceNow enables customers to create and manage non-monetary benefit plans linked to specific demands.
This form helps track benefits that are not financial in nature but still add value to projects or initiatives.
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## Key Features

* **Benefit Plan Identification:** Define the plan's name, associated work demand (auto-populated), and sponsor.
* **Benefit Categorization:** Classify benefits as Hard (revenue-measured) or Soft (value-measured), with further subcategories and specific benefit types (monetary or non-monetary).
* **Offset Type and Timing:** Set when benefits start accruing relative to milestones or dates (None, Milestone, Start Date, End Date). Changes to these dates automatically adjust the benefit plan start date.
* **Fiscal Periods:** Define starting and ending fiscal periods for the benefit plan, which dynamically update related benefit breakdown values.
* **Benefit Description and Association:** Provide a summary and link to associated benefits for contextual clarity.

## Non-monetary Benefit Details

* **Entered and Planned Benefits:** Enter estimated and planned benefit amounts that update future fiscal period breakdowns automatically.
* **Measure Types:** Choose how benefits are quantified, including Count, Percentage, Hours, Days, Score, or a simple Yes/No to indicate achievement without quantification.
* **Benefits Achieved Tracking:** Use a checkbox to mark whether the non-monetary benefits have been realized.
* **Breakdown Types:** Control how benefit breakdown records are created---None, Automatic (linear calculation), or Manual (empty initial data).
* **Aggregation Mode:** Determine how values from breakdowns roll up to the overall benefit plan using Sum, Average, Most Recent, Max, or Min methods.

## Practical Benefits for ServiceNow Customers

This form enables customers to systematically plan, track, and measure non-monetary benefits tied to demands, improving visibility into value delivered beyond monetary gains. Automatic updates and flexible reporting options help ensure accurate benefit tracking aligned with fiscal periods and project timelines, supporting better decision-making and performance management within ServiceNow.  
The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.
{#non-monetary-benefit-plan-form-dw__table_demand_benefit_plan_form__entry__2}

| Field | Description |
|-|-|
| Name | Name of the benefit plan. |
| Work | Demand associated with the cost plan. This field is automatically set to the associated demand. |
| Sponsor | Sponsor for the demand. |
| Category | Type of the non-monetary benefit: * Hard: Benefits measured in terms of revenue. * Soft: Benefits measured in terms of value. {#non-monetary-benefit-plan-form-dw__ul_ekd_dzl_qy} |
| Sub category | Subcategories of hard and soft benefits. The selection in the Category field determines the available options in this field. |
| Benefit type | Type of the benefit. The available values are: * Monetary benefits * Non-monetary benefits {#non-monetary-benefit-plan-form-dw__ul_mqc_ymw_1kc} |
| Offset type | Indicates when benefits start to accrue. If the value in the selected offset type changes, the benefit plan start date shifts accordingly. The available values are: * None * Milestone * Start Date * End Date {#non-monetary-benefit-plan-form-dw__ul_pst_cnw_1kc} For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts accordingly. |
| Start fiscal period | Starting fiscal period. Populated based on values in the Offset field relative to the selected demand start date or demand end date, and the Duration in period values. The field is editable if you select None in the Offset type field. Changing the start fiscal period also updates the associated benefit breakdown values. |
| End fiscal period | Ending fiscal period. Changing the end fiscal period also updates the associated benefit breakdown values. |
| Associated benefit | Benefits associated with this benefit plan. |
| Description | Summary of the benefit plan. |
[Table 1. Non-monetary benefit plan form]

{#non-monetary-benefit-plan-form-dw__table_demand_benefit_plan_form} {#non-monetary-benefit-plan-form-dw__table_svx_dn3_fdc__entry__2}

| Field | Description |
|-|-|
| Non-monetary entered benefit | Estimated amount of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods. |
| Measure | Type of measure for the non-monetary benefit plan. The available values are: * Count * Percentage * Hours * Days * Score {#non-monetary-benefit-plan-form-dw__ul_u2s_mvw_1kc} The Yes/No options are used to track the benefits that aren't quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the Benefits achieved check box to indicate that the benefits have been achieved. |
| Benefits achieved | Indicates whether the benefit is achieved. |
| Non-monetary planned benefit | Estimated value of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods only. |
| Breakdown type | Type of breakdown creation when you save the benefit plan. The available values are: * None: No breakdowns are created. * Automatic: A non-monetary benefit plan breakdown record is created automatically with data. The breakdown is calculated linearly. * Manual: A non-monetary benefit plan breakdown record is created automatically but without data in the entered benefit column. {#non-monetary-benefit-plan-form-dw__ul_fz1_rwx_f3c} |
| Non-monetary actual benefit | Actual benefit value rolled up from the actual benefit in the benefit breakdown. |
| Aggregation mode | Determines how the roll-up happens from breakdowns to the benefit plan and updates the values in the Non-monetary planned benefit and Non-monetary actual benefit fields. The available values are: * Sum: Aggregates data from all breakdowns. * Average: Average value from all breakdowns. * Most recent: Recent breakdown value. * Max: Maximum value among the breakdowns. * Min: Minimum value among the breakdowns. {#non-monetary-benefit-plan-form-dw__ul_htn_zwx_f3c} |
[Table 2. Non-monetary details]

{#non-monetary-benefit-plan-form-dw__table_svx_dn3_fdc}