Manage non-monetary benefit plans for your planning items in Portfolio Planning

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

Before you begin

Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.
2. Select a planning item from the Planning module.
3. Select the Non-monetary Benefit Plans related list.

   

4. On the Benefit Plan form, fill the fields.
   For a description of the field names, see Benefit Plan form
5. Select Save.