---
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 epic for the hybrid benefit
plans.

## Before you begin

Role required: safe_product_owner, safe_scrum_master, or safe_admin

## 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, any relationship with the associated benefit plan is also removed.

## Procedure

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 iconfor 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/ctLS77CFM~REDeT2pa2dPQ "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/U0GSWx_biuGhMswZkDygpQ "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-safe-epic__ol_e4p_gfy_nz} |
   |-|-|

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

## Result

The selected benefit plan is associated with another plan.

## What to do next

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

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