Associate monetary and non-monetary benefit plans

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. Open a demand from the home page of Next Experience for Demand Management.

   For more information, see Access demands.

2. Select Details from the L-2 (level 2) navigation menu.

3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans tab.

   Note: If the Monetary Benefit Plans or Non-monetary Benefit Plans tabs aren't visible, select More and then select the Monetary Benefit Plans or Non-monetary Benefit Plans tab.

4. Select the benefit plan that you want to associate.

5. On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate.

6. Select Save.

   The selected benefit plan is associated with this benefit plan.

   Note: Alternatively, you can associate benefit plans with each other from the Benefit estimate playbook activity. For more information, see Use Playbook in Next Experience for Demand Management.

Related topics

Use Playbook in Next Experience for Demand Management

Create and manage benefit plans

Monetary benefit plan form

Non-monetary benefit plan form