Manage non-monetary benefit plans for your planning items in Strategic Planning

Create and manage monetary benefit plans to capture the potential benefits while executing your planning items.

Before you begin

• Enable monetary benefit plans for planning items
• Add monetary and non-monetary benefit plans related lists
• Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.

2. Select a planning item from the Planning module.

3. Select the Non-monetary Benefit Plans related list.

1. On the Benefit Plan form, fill the fields.

   For a description of the field names, see Non-monetary benefit plans form.

2. Select Save.