---
title: Associate monetary and non-monetary benefit plans
description: Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits \(financial and non-financial\) accrued by the demand.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/associate-benefit-plans-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Manage financials for demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# 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

Benefit plans can be associated in either direction — a monetary plan with a non-monetary plan, or a non-monetary plan with a monetary plan.

**Note:** When you delete a benefit plan, its relationship with the associated benefit plan \(if any\) is also removed.

To associate benefit plans with each other, you can also use the **Benefit estimate** Playbook activity. For more information, see [Use Playbook in Next Experience for Demand Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/use-playbooks-in-ppw.md).

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace**.

2.  Select the Demands icon \[Omitted image "demands-icon.png"\].

3.  Open a demand from the **List** page.

4.  Select **Details** from the navigation menu.

5.  Select the **Monetary Benefit Plans** or **Non-monetary Benefit Plans** tab.

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

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

8.  Select **Save**.

    The selected benefit plan is associated with this benefit plan.