---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

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    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

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bundleId :

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workflow :

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---

# Associate monetary and non-monetary benefit plans

# Associate monetary and non-monetary benefit plans {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Associate monetary and non-monetary benefit plans, so that you can capture the
potential benefits (financial and non-financial) accrued by the demand.

## Before you begin

Role required: it_demand_manager

## 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, its relationship with the associated benefit plan (if any) is also removed.

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open the required demand form.
3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
4. Select the name of a benefit plan that you want to associate.
5. 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 | 1. On the Benefit Plan form, select Associate new benefit. 2. On the form, fill in the fields. For details, see [Create a monetary benefit plan for a demand](https://www.servicenow.com/docs/ehys~Jx2NjiCbKajf_ScrQ "Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed. Create a monetary benefit plan to specify the estimated benefit in a category for a fiscal period.") and [Create a non-monetary benefit plan for a demand](https://www.servicenow.com/docs/p5nqq6FUZFbKB5tg3iRRXQ "Create a non-monetary benefit plan to specify the estimated benefit in a category for a fiscal period. Demand benefit plans capture the potential non-financial benefits accrued by the demand when the demand is executed."). {#associate-monetary-and-non-monetary-benefit-plans__ol_e4p_gfy_nz} |
   |-|-|

   {#associate-monetary-and-non-monetary-benefit-plans__choicetable_CreateAnEpic}
6. 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.

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