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

 Release :

    - australia

ft:locale :

    - en-US

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}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: it_project_manager

## About this task

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

## Procedure

1. Navigate to AllProjectProjectsAll.
2. Open the required project form.
3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
4. Select the information icon (![information icon]()) for a benefit plan that you want to associate.
5. Select Open Record.
6. 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, select Associate new benefit. 2. On the form, fill in the fields. For details, see [Create a monetary benefit plan for a project](https://www.servicenow.com/docs/quzzbREwnaSkByZjb5HzMA "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.") and [Create a non-monetary benefit plan for a project](https://www.servicenow.com/docs/zSGvibU~RI5WXF9yM0POzA "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed."). {#associate-monetary-and-non-monetary-benefit-plans-project__ol_e4p_gfy_nz} |
   |-|-|

   {#associate-monetary-and-non-monetary-benefit-plans-project__choicetable_CreateAnEpic}
7. Select Save.
{#associate-monetary-and-non-monetary-benefit-plans-project__steps_rmd_jzy_jpb}

## Result

The selected benefit plan is associated with another plan.

## What to do next

Select the View Associated benefit plan related link to view the associated benefit plan.
**Related concepts**   

* [Create and manage waterfall projects](https://www.servicenow.com/docs/VM302MC6_riUIqWh0YOJew "Plan, create, and manage projects using the Waterfall methodology.")
* [Costing add-on in Project Management](https://www.servicenow.com/docs/SC3Q9Hv8wyzQWqY7_teklQ "The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects.")  
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* [Create a monetary benefit plan for a project](https://www.servicenow.com/docs/quzzbREwnaSkByZjb5HzMA "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.")
* [Create a non-monetary benefit plan for a project](https://www.servicenow.com/docs/zSGvibU~RI5WXF9yM0POzA "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.")
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*[\>]: and then