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

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    - zurich

ft:locale :

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ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

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workflow :

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---

# Create a non-monetary benefit plan

# Create a non-monetary benefit plan for a demand {#ariaid-title1}

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

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.

## Before you begin

Role required: it_demand_manager

## About this task

The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting Automatic or Manual in the Breakdown Type field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The Non-monetary Benefit Plan Breakdowns related list shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period for the demand.  
Note:  
Converting a demand to a project or EAP entity transfers the benefit plans from the demand to the target project or EAP entity.

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open the required demand form.
3. Select the Non-Monetary Benefit Plans related list.
4. To create a non-monetary benefit plan, select New.
5. On the form, fill in the fields.  
   For a description of the field names, see [Non-monetary Benefit Plan form](https://www.servicenow.com/docs/h6qgF4H3n~qZhNhItUpvZA "Use the Non-monetary Benefit Plan form to specify the potential non-financial benefits accrued by the demand, when it's executed.").  
   Note:  
   When you move the demand dates, the associated benefit plans also change accordingly based on whether the benefit plan is tied to the demand start date, or end date. The [project property](https://www.servicenow.com/docs/XhCqEyp5tidoy2L60s9vsA#r_InstalledWithProjectManagement__project_application_properties) Change Resource Plan, Cost Plan and Benefit Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date changes.
6. Select Submit.
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## What to do next

* On the Benefit Plan form, view the benefit breakdown by fiscal period in the Non-monetary Benefit Plan Breakdowns related list.
* [Associate monetary and
  non-monetary benefit plans](https://www.servicenow.com/docs/7wf0CcVxMhDmergbCRjL9A "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand."), so that you can capture the potential benefits (financial and non-financial) accrued by the demand for the hybrid benefit plans.
{#create-a-non-monetary-benefit-plan-for-a-demand__ul_lyn_clr_jpb}
* **[Update a non-monetary benefit plan breakdown for a demand](https://www.servicenow.com/docs/5ELNfLn_SKqRiCZbh_L9nQ)**   
  Update a non-monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

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