Associate monetary and non-monetary benefit plans

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

Before you begin

Role required: it_demand_manager

About this task

Benefit plans can be associated in either direction — a monetary plan with a non-monetary plan, or a non-monetary plan with a monetary plan.

Note:

When you delete a benefit plan, its relationship with the associated benefit plan (if any) is also removed.

To associate benefit plans with each other, you can also use the Benefit estimate Playbook activity. For more information, see Use Playbook in Next Experience for Demand Management.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace.
2. Select the Demands icon .
3. Open a demand from the List page.
4. Select Details from the navigation menu.
5. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab.
6. Select the benefit plan that you want to associate.
7. On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate.
8. Select Save.
   The selected benefit plan is associated with this benefit plan.