---
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


---

# Non-monetary benefit plan form

# Non-monetary benefit plan form {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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## Summary of Non-monetary benefit plan form

The Non-monetary benefit plan form in ServiceNow enables customers to create and manage non-monetary benefit plans associated with specific demands.
This form helps track and quantify benefits that are not strictly financial but provide value in other measurable ways.
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## Key Features

* **Benefit Plan Identification:** Customers can name the benefit plan and link it automatically to an associated demand and its sponsor.
* **Benefit Categorization:** Benefits are classified as either *Hard* (measured in revenue) or *Soft* (measured in value), with further subcategories and specific benefit types (monetary or non-monetary).
* **Offset and Timing Controls:** The form allows selection of an offset type (None, Milestone, Start Date, End Date) that determines when benefits start accruing, dynamically adjusting the start fiscal period based on changes to demand dates.
* **Fiscal Period Management:** Start and end fiscal periods can be adjusted, which automatically updates the benefit breakdown values over those periods.
* **Benefit Details and Measurement:** Users can enter estimated (planned) and actual non-monetary benefits, select the type of measure (Count, Percentage, Hours, Days, Score), or track benefits through a Yes/No option indicating achievement.
* **Breakdown Types:** When saving, customers choose how the benefit breakdown is created---none, automatic (linear calculation), or manual (empty data column)---to suit their reporting needs.
* **Aggregation Modes:** The roll-up of benefit breakdown data into the overall plan can be configured to aggregate by sum, average, most recent, max, or min values, providing flexible summary options.

## Practical Application for ServiceNow Customers

This form empowers customers to systematically plan, track, and report non-monetary benefits linked to project demands. By categorizing benefits and controlling timing and measurement, customers gain clear visibility into value beyond direct financial impact. The dynamic adjustments based on demand dates and fiscal periods ensure the benefit plan remains aligned with project milestones and timelines. Different aggregation and breakdown options provide customizable reporting to support decision-making and benefit realization tracking within ServiceNow.  
The non-monetary benefit plan form enables you to create non-monetary benefit plans for a demand.
{#non-monetary-benefit-plan-form-ppw__table_demand_benefit_plan_form__entry__2}

| Field | Description |
|-|-|
| Name | Name of the benefit plan. |
| Work | Demand associated with the cost plan. This field is automatically set to the associated demand. |
| Sponsor | Sponsor for the demand. |
| Category | Type of the non-monetary benefit: * Hard: Benefits measured in terms of revenue. * Soft: Benefits measured in terms of value. {#non-monetary-benefit-plan-form-ppw__ul_ekd_dzl_qy} |
| Sub category | Subcategories of hard and soft benefits. The selection in the Category field determines the available options in this field. |
| Benefit type | Type of the benefit. The available values are: * Monetary benefits * Non-monetary benefits {#non-monetary-benefit-plan-form-ppw__ul_mqc_ymw_1kc} |
| Offset type | Indicates when benefits start to accrue. If the value in the selected offset type changes, the benefit plan start date shifts accordingly. The available values are: * None * Milestone * Start Date * End Date {#non-monetary-benefit-plan-form-ppw__ul_pst_cnw_1kc} For example, if the offset type is set to End Date and the demand due date changes, the benefit plan start date shifts accordingly. |
| Start fiscal period | Starting fiscal period. Populated based on values in the Offset field relative to the selected demand start date or demand end date, and the Duration in period values. The field is editable if you select None in the Offset type field. Changing the start fiscal period also updates the associated benefit breakdown values. |
| End fiscal period | Ending fiscal period. Changing the end fiscal period also updates the associated benefit breakdown values. |
| Associated benefit | Benefits associated with this benefit plan. |
| Description | Summary of the benefit plan. |
[Table 1. Non-monetary benefit plan form]

{#non-monetary-benefit-plan-form-ppw__table_demand_benefit_plan_form} {#non-monetary-benefit-plan-form-ppw__table_svx_dn3_fdc__entry__2}

| Field | Description |
|-|-|
| Non-monetary entered benefit | Estimated amount of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods. |
| Measure | Type of measure for the non-monetary benefit plan. The available values are: * Count * Percentage * Hours * Days * Score {#non-monetary-benefit-plan-form-ppw__ul_u2s_mvw_1kc} The Yes/No options are used to track the benefits that aren't quantifiable. When this option is selected, the only field available is Benefits achieved. You can select the Benefits achieved check box to indicate that the benefits have been achieved. |
| Benefits achieved | Indicates whether the benefit is achieved. |
| Non-monetary planned benefit | Estimated value of the potential benefit. Changes to the planned benefit update the associated benefit breakdown values for future fiscal periods only. |
| Breakdown type | Type of breakdown creation when you save the benefit plan. The available values are: * None: No breakdowns are created. * Automatic: A non-monetary benefit plan breakdown record is created automatically with data. The breakdown is calculated linearly. * Manual: A non-monetary benefit plan breakdown record is created automatically but without data in the entered benefit column. {#non-monetary-benefit-plan-form-ppw__ul_fz1_rwx_f3c} |
| Non-monetary actual benefit | Actual benefit value rolled up from the actual benefit in the benefit breakdown. |
| Aggregation mode | Determines how the roll-up happens from breakdowns to the benefit plan and updates the values in the Non-monetary planned benefit and Non-monetary actual benefit fields. The available values are: * Sum: Aggregates data from all breakdowns. * Average: Average value from all breakdowns. * Most recent: Recent breakdown value. * Max: Maximum value among the breakdowns. * Min: Minimum value among the breakdowns. {#non-monetary-benefit-plan-form-ppw__ul_htn_zwx_f3c} |
[Table 2. Non-monetary details]

{#non-monetary-benefit-plan-form-ppw__table_svx_dn3_fdc}