Associate monetary and non-monetary benefit plans

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 All > Agile Development > Epics.
2. Open the required epic.
3. Select View > Benefit from the Additional actions menu ().
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	On the Benefit Plan form, click Associate new benefit. On the form, fill in the fields. For details, see Create a monetary benefit plan for an epic and Create a non-monetary benefit plan for an epic.

8. 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.