Add monetary and non-monetary benefit plans related lists

Enable the monetary benefit plans and non-monetary benefit plans related lists for your planning item types such as Epics, Features, and Capabilities.

Before you begin

• This is a one time activity to enable and view the monetary benefit plans and non-monetary benefit plans related list for all the planning items.
• Role required: admin

Procedure

1. Navigate to All > System Definition > Tables.
2. Filter the Label field to locate a planning item type.
   • If you want to enable the benefit plans for Feature, filter the Label field to locate and open Feature [sn_align_core_feature] table.
   • If you want to enable the benefit plans for Capability, filter the Label field to locate and open Capability [sn_align_core_capability] table.
3. Select the Show List related link.
4. Open a record from the list of Features or Capabilities.
5. Change the scope of the application if you don’t see the editable form of the record page.
6. Change the record page view to EAP Default.
   To change the view, select Additional actions menu (), select View, and select the EAP Default view.

   

7. Select Additional actions menu (), select Configure, and select the Related Lists option.
   
8. Select Monetary Benefit Plans and Non-monetary Benefit Plans from the Available list and add them to Selected list.
9. Select Save.
10. Select Update on the planning item record page.

What to do next

Create and manage monetary and non-monetary benefits plans for your planning items.

• Create monetary benefit plans for your planning items in Strategic Planning
• Manage non-monetary benefit plans for your planning items in Strategic Planning