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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a monetary benefit plan

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

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

Role required: it_demand_manager

## About this task

The monetary benefit plan breakdown records are automatically created when you save the benefit plan. The monetary benefit plan breakdown records specify the estimated and actual benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The Monetary Benefit Plan Breakdowns related list shows the aggregated benefits for estimated and actual benefits for each fiscal period for the demand.  
Note:  
Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity.

If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated and the Demand Currency view is enabled, the fields in the Financials section differ from the Default view. For fields available only in the Demand Currency view, see [Multicurrency fields in demand-related forms](https://www.servicenow.com/docs/MPcAjlE4_4uyRL1ItH4kig "When you enable the Demand Currency view in a Demand, Cost Plan, and Cost Plan Breakdown forms, you can observe the multicurrency fields in the Financials section of the forms.").

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open the required demand form.
3. Select the Monetary Benefit Plans related list.
4. To create a monetary benefit plan, select New.  
   Note:  
   To create a monetary benefit plan from the Financials Summary page, select Manage.
5. On the Monetary Benefit Plan form, fill in the fields.  
   For a description of the field names, see [Monetary Benefit Plan form](https://www.servicenow.com/docs/WxMDCr13S8AJlRIM0NIQrg "Use the Monetary Benefit Plan form to specify the estimated benefit accrued by a demand for a fiscal period.").  
   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.
{#create-demand-benefit-plan__steps_av5_f2k_qy}

## What to do next

On the Benefit Plan form, view the benefit breakdown by fiscal period in the Monetary
Benefit Plan Breakdowns related list.
* **[Update a monetary benefit plan breakdown for a demand](https://www.servicenow.com/docs/7jEGm7gxyHj5MKBsEJ2qzw)**   
  Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

*[\>]: and then