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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add monetary and non-monetary benefit plans related lists

Add the monetary benefit plans and non-monetary benefit plans related lists for your planning item.

Before you begin

  • This is a one time activity to enable and view the monetary benefit plans and non-monetary benefit plans related list for all the planning items.
  • Role required: admin

Procedure

  1. Navigate to All > System Definition > Tables.

  2. Filter the Label field to locate a planning item type.

  3. Select the Show List related link.

  4. Open a record from the list of Features or Capabilities.

  5. Change the scope of the application if you do not see the editable form of the record page.

  6. Change the record page view to EAP Default.

    To change the view, select Additional actions menu (

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\), select **View**, and select the **EAP Default** view.
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Additional options menu to select the EAP Default view to enable benefit plans.
  1. Select Additional actions menu (
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\), select **Configure**, and select the **Related Lists** option.
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Additional options menu to configure related lists for your planning items.
  1. Select Monetary Benefit Plans and Non-monetary Benefit Plans from the Available list and add them to Selected list.

  2. Select Save.

  3. Select Update on the planning item record page.

What to do next

Create and manage monetary and non-monetary benefits plans for your planning items.