Create monetary benefit plans for your planning items in Strategic Planning

Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

Before you begin

• Add monetary and non-monetary benefit plans related lists
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select a portfolio plan.
3. From the Prioritization or Roadmap tab, select the planning item to create a monetary benefit plan.
   The full details page of the planning item is displayed.
4. Select the Monetary Benefit Plans related list.
5. Select New.
6. On the Benefit Plan form, fill the fields.
   For a description of the field names, see Benefit Plan form.
7. Select Save.

Result

The newly created monetary benefit plan appears in the finanicals record page and in the monetary benefit plans related list.

What to do next

• Edit monetary benefit plans.
• Capture actual monetary benefits.