---
title: Create a non-monetary benefit plan for a demand
description: Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-non-monetary-benefit-plan-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]
---

# Create a non-monetary benefit plan for a demand

Create a non-monetary benefit plan to specify the estimated non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.

## Before you begin

Role required: it\_demand\_manager

## About this task

The non-monetary benefit plan breakdown records are automatically created when you save the benefit plan by selecting **Automatic** or **Manual** in the **Breakdown Type** field. The non-monetary benefit plan breakdown records specify the estimated and actual non-financial benefits at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The **Non-monetary Benefit Plan Breakdowns** tab shows the aggregated benefits for estimated and actual non-financial benefits for each fiscal period of the demand.

**Note:** Converting a demand to a project or EAP entity transfers the benefit plan from the demand to the target project or EAP entity.

## 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 **Non-monetary Benefit Plans** tab.

    **Note:** If the **Non-monetary Benefit Plans** tab isn't visible, select **More** > **Non-monetary Benefit Plans**.

6.  Select **New**.

7.  On the Benefit Plan form, fill in the fields.

    For more information on field values, see [Non-monetary benefit plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/non-monetary-benefit-plan-form-ppw.md).

8.  Select **Save**.


## What to do next

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits \(financial and non-financial\) accrued by the demand for the hybrid benefit plans. For more information, see [Associate monetary and non-monetary benefit plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/associate-benefit-plans-ppw.md).