---
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 project for the hybrid benefit plans.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/associate-monetary-and-non-monetary-benefit-plans-project.html
release: australia
product: Project Management
classification: project-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 5
breadcrumb: [Starting a project, Using Project Management, Project Management, Project Portfolio Management, 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 project for the hybrid benefit plans.

## Before you begin

Role required: it\_project\_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.  Navigate to **All** > **Project** > **Projects** > **All**.

2.  Open the required project form.

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

4.  Select the information icon \(\[Omitted image "informationicon.png"\] Alt text: information icon\) for a benefit plan that you want to associate.

5.  Select **Open Record**.

6.  Associate a monetary or non-monetary benefit plan.

<table id="choicetable_CreateAnEpic"><thead><tr><th align="left" id="d78186e115">

Option

</th><th align="left" id="d78186e118">

Action

</th></tr></thead><tbody><tr><td id="d78186e124">

**Associate an existing benefit plan**

</td><td>

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

</td></tr><tr><td id="d78186e136">

**Associate a new benefit plan**

</td><td>

1.  On the Benefit Plan form, select **Associate new benefit**.
2.  On the form, fill in the fields. For details, see [Create a monetary benefit plan for a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-project-benefit-plan.md) and [Create a non-monetary benefit plan for a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-a-non-monetary-benefit-plan-for-a-project.md).


</td></tr></tbody>
</table>7.  Select **Save**.


## Result

The selected benefit plan is associated with another plan.

## What to do next

Select the **View Associated benefit plan** related link to view the associated benefit plan.

**Parent Topic:**[Starting a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAProject.md)

**Related topics**  


[Create a project task from a project]()

[Create a parent-child relationship on the Project Task form]()

[Create a monetary benefit plan for a project]()

[Create a non-monetary benefit plan for a project]()

[Create a project cost plan]()

[Recalculating costs of all resource plans in a project]()

[Create an expense line]()

[Create and manage waterfall projects]()

[Update a project]()

[Copy a project]()

[Assign a project schedule]()

[Create baseline of a project]()

[Create a milestone]()

[Activate project task email notifications]()

[Change the planned start date of a project]()

[Create a cost type definition]()

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[Create a project status report]()

[Allocate budget to a project]()

[Migrate budget of active projects to Next Experience]()

[Migrate financial baselines of projects to Next Experience]()

[Create a monetary benefit plan for a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-project-benefit-plan.md)

[Create a non-monetary benefit plan for a project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-a-non-monetary-benefit-plan-for-a-project.md)