Best Practice for Cost Splitting / Allocation across multiple Entities (BUs/Departments) in SPM?
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2 hours ago
Hi Community,
I am seeing a recurring requirement across several projects: the need to distribute/split project costs across multiple entities (e.g., Impacted Business Units, Departments, or legal companies) based on a predefined percentage.
For example: A $100,000 project cost needs to be allocated 60% to Impacted BU "A" and 40% to BU "B."
Currently, it seems most OOTB (Out-of-the-box) cost plans or expense lines are tied to a single Entity. This leads to a lot of manual "splitting" of cost plans, which is hard to maintain.
The Project manager must be able to identify on for their project the % amount for each of the entity.
My questions to the experts here:
Is there an OOTB feature in SPM that allows for percentage-based cost distribution at the Project or Demand level?
How are you handling this today without heavy customization?
If you are using a custom solution (e.g., a "Distribution matrix" table), how do you ensure the automated generation of Expense Lines or Cost Plans reflects these percentages correctly?
I’m interested in seeing if this is something on the ServiceNow roadmap or if there is a "prescriptive" way to handle this that I might be missing.
Thank you in advance

