Associate monetary and non-monetary benefit plans

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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 Project > Projects > All.
    2. Open the required project form.
    3. Click the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
    4. Click the information icon (information icon) for a benefit plan that you want to associate.
    5. Click Open Record.
    6. Associate a monetary or non-monetary benefit plan.
      OptionAction
      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 a project and Create a non-monetary benefit plan for a project.
    7. Click Save.

    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.