Manage 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

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

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace and select a Portfolio.
2. Select a planning item from the Planning module.
3. Select the 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.

What to do next

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