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: scrum_master, scrum_product_owner, or scrum_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. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
5. Select the information icon () for a benefit plan that you want to associate.
6. Select Open Record.
7. On the Benefit Plan form, select Associate new benefit.
8. On the form, fill in the fields.
   For description of fields, see Create a monetary benefit plan for an epic and Create a non-monetary benefit plan for an epic.
9. Select Save.

Result

The selected benefit plan is associated with another plan.

What to do next

Select the View Associated benefit plan related link to view the associated benefit plan.