Strategic Planning Workspace - Will multilevel Budget Target Allocation be enabled?

[Alpa82]

Hello,

I would like to ask SN product team, whether there is a plan to enabled in the Strategic planning workspace possibility to set budget target not only for the whole portfolio plan as is now, but also for multiple levels within one plan.
E.g. 
Portfolio Plan created for a Business Unit - > Target budget 1
within the same Portfolio plan the customer would like to set target for each region that belongs to that BU
and then allocate budget for each of the demand/project within those regions. 

Thank you

[Namita Mishra]

Hi @Alpa82 ,

Thanks for raising the point with example.

This is a strong enterprise-scale use case, especially for global organizations such as banks, telcos, government agencies, and multinational corporations where budget ownership is distributed across regions but strategic planning is centralized.

To ensure that this ask is understood well by the team, let me add some of the real time use cases. Feel free to comment if any of these explains your business case as well.

Decentralized Budget Ownership within a Single Business Unit:

Enterprises allocate fund at different levels. For example:

BU budget = $100M

APAC Budget = 35 M

EMEA Budget= 30 M

Americas Budget = 35 M

Each regional leader owns their budget and prioritizes investments independently.

Without regional targets:

• Portfolio Manager only sees the overall $100M limit.
• APAC could consume $50M while EMEA only uses $10M.
• Manual governance is required to ensure allocations stay within agreed limits for every region.

Your ask introduces a budget guardrail at each organizational node.

At present, the workaround is to create multiple portfolio plans - one at the BU level, and then one each at the regional level. However this creates additional:

• portfolios
• governance processes
• reporting complexity

Corporate Annual Planning: Typically, large organizations do not budget at one level. For example:

Enterprise -> Business Units -> Regions -> Portfolios -> Programs -> Demands, Epics, and Projects

In this example, the financial approval happens typically by different owners at different levels:

Level	Budget Owner
Business Unit	BU CFO
Region	Regional CFO
Portfolio	Portfolio Manager
Program	Program Manager

Summary: I think your ask is to allow portfolio managers to define budget targets at multiple nodes within a portfolio plan's lens hierarchy (e.g., Business Unit → Region → Portfolio), with roll-up and drill-down visibility. This would support decentralized funding ownership, regional investment governance, scenario planning, and cost-center accountability without requiring the creation of multiple portfolio plans.

Other community users, if you have the similar use case then do share your use cases. 

Thank You!

Namita Mishra

[Alpa82]

Hello @Namita Mishra 

Thank you for the detailed examples — they describe the need very well. It is primarily about decentralized budget ownership, and I confirm your summary: the ask is to allow portfolio managers to define budget targets at multiple nodes within a single portfolio plan's lens hierarchy

You are right that creating one portfolio plan per level is the current workaround, but it creates considerable administrative overhead. For example, a customer holding a separate budget per cost center would need to create and maintain a large number of portfolio plans, each with its own governance and reporting.

My questions:
1. Is multi-level budget target capability on the roadmap for the Strategic Planning Workspace, and if so, is there an indicative release?
2. If it is not planned in the near term, is there a supported way to achieve this through configuration or customization (e.g. targets held on lens nodes with roll-up), or would you advise against that?

---

Related request: cost splitting / allocation across multiple companies

This connects to a question I raised some time ago, which I can see has already been requested by multiple customers:
https://www.servicenow.com/community/spm-forum/best-practice-for-cost-splitting-allocation-across-mu...

Example:
Project A has a budget of 10,000.
The cost of the project is distributed across two legal entities — 20% to Company A and 80% to Company B. Importantly, the split is valid only for a specific fiscal range (e.g. FY26 Jan–Dec); in a different period, another percentage combination may apply.

Expected behaviour:
- Actual costs are split by the defined percentage per company/entity each month, generating the corresponding expense/invoice records.
- The budget is calculated per company for the given fiscal periods.
- In SPW, the budget allocation per receiving company is visible on the project, together with planned and actual costs per company.

Is there any plan to support percentage-based, time-bound cost and budget allocation across multiple companies/entities in SPM, with that split visible in the Strategic Planning Workspace? If not, what would be the recommended approach today?

Thank you

[Namita Mishra]

Hello @Alpa82 ,

Thanks for confirming that the shared examples and use cases support your business needs.

As you know, in the current state SPM supports portfolio planning, financial planning, and investment governance; however, the capabilities you describe introduce additional concepts such as:

• Budget targets at intermediate hierarchy levels.
• Time-bound allocation rules.
• Percentage-based funding distributions across multiple entities.
• Roll-up and drill-down financial visibility across funding structures.

These are valuable enterprise planning scenarios, and documenting them here with concrete business examples helps the Product team better understand both the breadth and business impact of the requirement.

If other customers have similar requirements, it would be great to hear those examples as well. Additional use cases often brings value while working on an enhancement.

Regarding the future work in this direction, we do have plans to make this better.. For sharing rhe roadmap, I have connected with the team internally and product manager of this area would share an update.

Thank you again for taking the time to raise this point and confirming on the details.

Thank You!

Namita Mishra

[Vinay3]

Hi @Alpa82 We are currently working on the designs for the new investment funding capability which enables users to be able to allocate funds at multiple levels of the hierarchy. The inputs you and Namita have provided in this thread will be considered for the designs. Currently the tentative timeline is 2027H1