--- 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 --- # Create and manage benefit plans # Create and manage benefit plans {#ariaid-title1} * Freigeben Version: Australia * * Aktualisiert 12. März 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 Minuten Lesedauer Create a monetary or non-monetary benefit plan to specify the estimated monetary or non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed. ## Vorbereitungen Role required: it_demand_manager ## Warum und wann dieser Vorgang ausgeführt wird 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. The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting Automatic or Manual in the Breakdown Type field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The Non-monetary Benefit Plan Breakdowns tab shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period of the demand. Hinweis: Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity. ## Prozedur 1. Open a demand from the home page of Next Experience for Demand Management. For more information, see [Access demands](https://www.servicenow.com/docs/PRX4xnV2acEJNP04HDIRGw "Learn how to navigate to the Next Experience for Demand Management and open a demand from the All Demands page."). 2. Add, edit, or delete a benefit plan. | Choice | Description | | To create a benefit plan | 1. Navigate to the Estimate demand cost and effort stage in the demand Playbook. 2. Select the Define benefit estimates activity. Hinweis: You can only unlock this activity when the previous activities in this stage are completed. For more information, see [Use Playbooks](https://www.servicenow.com/docs/mdT~pKoZ7O8oXbMVvzWUfA "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed."). 3. Select New. 4. Select the benefit type as monetary or non-monetary benefits. 5. On the Create New Benefit Plan form, fill the fields. * For monetary benefit plans, see [Monetary benefit plan form](https://www.servicenow.com/docs/sOJUbv2fASSIhIGe_k8PkQ "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand."). * For non-monetary benefit plans, see [Non-monetary benefit plan form](https://www.servicenow.com/docs/OdjFdvQLOKJ5zDqxGV5F6Q "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand."). {#create-and-manage-benefit-plans-ppw__ul_pzb_yp3_k3c} 6. Select Save. {#create-and-manage-benefit-plans-ppw__ol_g2g_vyh_pyb} | | To edit a benefit plan | 1. Select Details from the L-2 (level 2) navigation menu. 2. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab. Hinweis: If the required benefit plan tab isn't visible, select More and then select the required benefit plan tab. 3. Select the name of the benefit plan, edit the required details and select Save. {#create-and-manage-benefit-plans-ppw__ol_xcw_hq3_k3c} Hinweis: Alternatively, you can edit a benefit plan from the Define benefit estimates playbook activity. | | To view and manage benefit plan breakdowns | 1. Select Details from the L-2 (level 2) navigation menu. 2. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab. Hinweis: If the required benefit plan tab isn't visible, select More and then select the required benefit plan tab. 3. Select the name of the benefit plan. 4. Select the benefit plan breakdowns tab. 5. Select a benefit plan breakdown record. * To edit a benefit plan breakdown period, edit the details and select Save. * For monetary benefit plan breakdowns, see [Monetary benefit breakdown form](https://www.servicenow.com/docs/MOychlumbk5X6Q38E3t46A "The monetary benefit breakdown form information is used to create and edit a monetary benefit breakdown record for the demand."). * For non-monetary benefit plans, see [Non-monetary benefit plan breakdown form](https://www.servicenow.com/docs/AQRmclslCjd2VUyDUWM5SQ "The non-monetary benefit breakdown form information is used to create and edit a non-monetary benefit breakdown record for the demand."). {#create-and-manage-benefit-plans-ppw__ul_npm_rr3_k3c} * To delete a benefit plan breakdown record, select Delete from the More Actions option in the benefit plan breakdown form. {#create-and-manage-benefit-plans-ppw__ul_sx4_hds_33c} {#create-and-manage-benefit-plans-ppw__ol_zgg_4cs_33c} Hinweis: Alternatively, you can view and manage benefit plan breakdowns from the Define benefit estimates playbook activity. | | To create benefit plan breakdowns | 1. Select Details from the L-2 (level 2) navigation menu. 2. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab. Hinweis: If the required benefit plan tab isn't visible, select More and then select the required benefit plan tab. 3. Select the name of the benefit plan. 4. Select the benefit plan breakdowns tab. 5. Select New. * For monetary benefit plan breakdowns, see [Monetary benefit breakdown form](https://www.servicenow.com/docs/MOychlumbk5X6Q38E3t46A "The monetary benefit breakdown form information is used to create and edit a monetary benefit breakdown record for the demand."). * For non-monetary benefit plans, see [Non-monetary benefit plan breakdown form](https://www.servicenow.com/docs/AQRmclslCjd2VUyDUWM5SQ "The non-monetary benefit breakdown form information is used to create and edit a non-monetary benefit breakdown record for the demand."). {#create-and-manage-benefit-plans-ppw__ul_sfr_zr3_k3c} {#create-and-manage-benefit-plans-ppw__ol_qfr_zr3_k3c} Hinweis: Alternatively, you can create a benefit plan breakdown from the Define benefit estimates playbook activity. | | To delete a benefit plan | Delete a benefit plan in one of the following ways: 1. Select Details from the L-2 (level 2) navigation menu. 2. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab. Hinweis: If the required benefit plan tab isn't visible, select More and then select the required benefit plan tab. 3. To delete a benefit plan, * Select a record from the required benefit plan tab and select Delete. * Select Delete from the More Actions option in the benefit plan form. {#create-and-manage-benefit-plans-ppw__ul_owh_5t3_k3c} {#create-and-manage-benefit-plans-ppw__ol_cth_st3_k3c} Hinweis: Alternatively, you can delete a benefit plan from the Define benefit estimates playbook activity. | |-|-| {#create-and-manage-benefit-plans-ppw__choicetable_w3k_syh_pyb} Hinweis: When you [move the demand dates](https://www.servicenow.com/docs/1RTz47wQiLJS5Jw6J85oaw "Balance the cost and resources by changing the start date of a demand or a project and shifting it to a different fiscal period."), the associated benefit plans also change accordingly based on whether the benefit plan is tied to the demand start date, or end date. The [project property](https://www.servicenow.com/docs/UX_mrs~EchBwMzVsRfy99g#r_InstalledWithProjectManagement__project_application_properties) Change Resource Plan, Cost Plan and Benefit Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date changes. {#create-and-manage-benefit-plans-ppw__steps_x5f_5j2_m3c} **Zugehörige Tasks** * [Use Playbooks](https://www.servicenow.com/docs/mdT~pKoZ7O8oXbMVvzWUfA "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.") **Zugehörige Verweise** * [Demand default playbook stages and activities](https://www.servicenow.com/docs/H9QAQe9P~1at1YZdaA0TYg "The default demand playbook includes certain predefined stages and activities. These activities guide you through the demand life-cycle, from capturing the initial brief to completing the demand.") * [Monetary benefit plan form](https://www.servicenow.com/docs/sOJUbv2fASSIhIGe_k8PkQ "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.") * [Non-monetary benefit plan form](https://www.servicenow.com/docs/OdjFdvQLOKJ5zDqxGV5F6Q "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.") * [Monetary benefit breakdown form](https://www.servicenow.com/docs/MOychlumbk5X6Q38E3t46A "The monetary benefit breakdown form information is used to create and edit a monetary benefit breakdown record for the demand.") * [Non-monetary benefit plan breakdown form](https://www.servicenow.com/docs/AQRmclslCjd2VUyDUWM5SQ "The non-monetary benefit breakdown form information is used to create and edit a non-monetary benefit breakdown record for the demand.")