Product documentation Docs
    • English
    • Deutsch
    • 日本語
    • 한국어
    • Français
  • More Sites
    • Now Community
    • Developer Site
    • Knowledge Base
    • Product Information
    • ServiceNow.com
    • Training
    • Customer Success Center
    • ServiceNow Support Videos
  • Log in

Product documentation

  • Home
How search works:
  • Punctuation and capital letters are ignored
  • Special characters like underscores (_) are removed
  • Known synonyms are applied
  • The most relevant topics (based on weighting and matching to search terms) are listed first in search results
Topics are ranked in search results by how closely they match your search terms
  • A match on the entire phrase you typed
  • A match on part of the phrase you typed
  • A match on ALL of the terms in the phrase you typed
  • A match on ANY of the terms in the phrase you typed

Note: Matches in titles are always highly ranked.

  • Release version
    Table of Contents
    • IT Business Management
Table of Contents
Choose your release version
    Home New York IT Business Management IT Business Management Project Portfolio Management Project Portfolio Suite with Financials Related lists added for financials

    Related lists added for financials

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    Related lists added for financials

    Project Portfolio Suite with Financials adds several related lists to both the Project and Portfolio forms.

    Portfolio related lists

    Figure 1. Portfolio related lists for financials
    Portfolio related lists for financials
    This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.
    Portfolio form related lists Description
    Cost Plans Lists the cost plans of projects and demands that are part of the portfolio.
    Benefit Plans Lists the benefit plans of projects and demands that are part of the portfolio.

    To create a benefit plan, click New.

    Portfolio Target Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values in the Set Target stage of the portfolio workbench. You can create targets for different financial periods.
    Planning & Budgeting According to the fiscal years, lists projects and demands that are part of the portfolio. You can include or exclude a project or demand from the portfolio budget plan.

    When you select the project or demand in the Select Project and Demands step of the portfolio workbench and move to the next stage, the Planned value changes to true.

    Project related lists for financials

    Project related lists

    This table explains the related lists for financials in a project record.

    Project form related lists Description
    Cost Plans Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line.
    Benefit Plans Potential benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed.
    Project Budget Lists the project budget by fiscal year. Click the amounts in the list to revise them.
    Expense Lines Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI.
    Related tasks
    • Activate Project Portfolio Suite with Financials
    • Activate Investment Funding for PPM
    Related concepts
    • Currencies and budget reference rates
    • Strategic Spend Tracking for PPM
    • Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions
    Related reference
    • Business stakeholder role for PPM

    Tags:

    Feedback
    On this page

    Previous topic

    Next topic

    • Contact Us
    • Careers
    • Terms of Use
    • Privacy Statement
    • Sitemap
    • © ServiceNow. All rights reserved.

    Release version
    Choose your release version

      Related lists added for financials

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Related lists added for financials

      Project Portfolio Suite with Financials adds several related lists to both the Project and Portfolio forms.

      Portfolio related lists

      Figure 1. Portfolio related lists for financials
      Portfolio related lists for financials
      This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.
      Portfolio form related lists Description
      Cost Plans Lists the cost plans of projects and demands that are part of the portfolio.
      Benefit Plans Lists the benefit plans of projects and demands that are part of the portfolio.

      To create a benefit plan, click New.

      Portfolio Target Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values in the Set Target stage of the portfolio workbench. You can create targets for different financial periods.
      Planning & Budgeting According to the fiscal years, lists projects and demands that are part of the portfolio. You can include or exclude a project or demand from the portfolio budget plan.

      When you select the project or demand in the Select Project and Demands step of the portfolio workbench and move to the next stage, the Planned value changes to true.

      Project related lists for financials

      Project related lists

      This table explains the related lists for financials in a project record.

      Project form related lists Description
      Cost Plans Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line.
      Benefit Plans Potential benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed.
      Project Budget Lists the project budget by fiscal year. Click the amounts in the list to revise them.
      Expense Lines Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI.
      Related tasks
      • Activate Project Portfolio Suite with Financials
      • Activate Investment Funding for PPM
      Related concepts
      • Currencies and budget reference rates
      • Strategic Spend Tracking for PPM
      • Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions
      Related reference
      • Business stakeholder role for PPM

      Tags:

      Feedback

          Share this page

          Got it! Feel free to add a comment
          To share your product suggestions, visit the Idea Portal.
          Please let us know how to improve this content

          Check any that apply

          To share your product suggestions, visit the Idea Portal.
          Confirm

          We were unable to find "Coaching" in Jakarta. Would you like to search instead?

          No Yes
          • Contact Us
          • Careers
          • Terms of Use
          • Privacy Statement
          • Sitemap
          • © ServiceNow. All rights reserved.

          Subscribe Subscribed Unsubscribe Last updated: Tags: January February March April May June July August September October November December No Results Found Versions Search preferences successfully updated My release version successfully updated My release version successfully deleted An error has occurred. Please try again later. You have been unsubscribed from all topics. You are now subscribed to and will receive notifications if any changes are made to this page. You have been unsubscribed from this content Thank you for your feedback. Form temporarily unavailable. Please try again or contact  docfeedback@servicenow.com  to submit your comments. The topic you requested does not exist in the release. You were redirected to a related topic instead. The available release versions for this topic are listed There is no specific version for this documentation. Explore products Click to go to the page. Release notes and upgrades Click to open the dropdown menu. Delete Remove No selected version Reset This field is required You are already subscribed to this topic Attach screenshot The file you uploaded exceeds the allowed file size of 20MB. Please try again with a smaller file. Please complete the reCAPTCHA step to attach a screenshot
          Log in to personalize your search results and subscribe to topics
          No, thanks Login