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

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Associate monetary and non-monetary benefit plans

# Associate monetary and non-monetary benefit plans {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: scrum_master, scrum_product_owner, or scrum_admin

## Warum und wann dieser Vorgang ausgeführt wird

You can associate a monetary benefit plan with a non-monetary benefit plan and vice versa.  
Hinweis:  
When you delete a benefit plan, any relationship with the associated benefit plan is also removed.

## Prozedur

1. Navigate to AllAgile DevelopmentEpics.
2. Open the required epic.
3. Select ViewBenefit from the Additional actions menu (![Hamburger icon]()).
4. Click the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
5. Click the information icon (![information icon]()) for a benefit plan that you want to associate.
6. Click Open Record.
7. Associate a monetary or non-monetary benefit plan.

   | Option | Action |
   | Associate an existing benefit plan | On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate. |
   | Associate a new benefit plan | 1. On the Benefit Plan form, click Associate new benefit. 2. On the form, fill in the fields. For details, see [Create a monetary benefit plan for an epic](https://www.servicenow.com/docs/J572V29LXHLuQFcpya5jwg "Epic benefit plans capture the potential benefits accrued by the epic when the epic is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.") and [Create a non-monetary benefit plan for an epic](https://www.servicenow.com/docs/t4mBtn0iqhyyVhhjeNm11w "Epic benefit plans capture the potential non-financial benefits accrued by the epic when the epic is executed. Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods."). {#associate-benefit-plans-agile-epic__ol_e4p_gfy_nz} |
   |-|-|

   {#associate-benefit-plans-agile-epic__choicetable_CreateAnEpic}
8. Click Save.
{#associate-benefit-plans-agile-epic__steps_rmd_jzy_jpb}

## Ergebnisse

The selected benefit plan is associated with another plan.

## Nächste Maßnahme

Click the View Associated benefit plan
related link to view the associated benefit plan.