--- sourceDocument: Australia Governance, Risk, and Compliance sourceDocumentLink: https://www.servicenow.com/docs/r/australia/governance-risk-compliance Release : - australia ft:locale : - en-US ft:publication_title : - Australia Governance, Risk, and Compliance ft:clusterId : - grc bundleId : - grc workflow : - Technology --- # Audit Expense Rollup # Roll up expenses and resources in an engagement {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Roll up expenses and resources in an engagement Managing audit projects involves tracking associated costs, budgets, and resources. To provide audit managers with a consolidated view of these elements, ServiceNow's Audit Management application introduces rollup capabilities through the Advanced Audit plugin. This feature integrates with the Project Portfolio Management (PPM) application to automatically create engagement projects and roll up expenses and resource data for comprehensive visibility. Show full answer Show less ## Key Features * **Advanced Audit Plugin Activation:** Enables automatic creation of engagement projects and consolidated rollup of expenses and resource costs from all engagements. * **Project Budget Rollup:** Users with the `itportfoliomanager` role can create project budgets. Budget costs entered in engagement projects automatically update the Budgeted expenses field in the corresponding engagement, ensuring budget data consistency. * **Actual Expenses and Resources Rollup:** Updates to actual effort and costs on engagement projects are reflected in the engagement's Actual resources and Actual expenses fields to maintain accurate tracking of resource utilization and expenditures. * **Resource Plan Rollup:** Resource plans created in PPM, when in the Allocated state, automatically sum confirmed and allocated hours into the Planned resources field on the engagement. Manual entry in Planned resources is disabled when resource plans exist, ensuring data integrity. * **Cost Plan Rollup:** Independent cost plans can be created to manage expenses separately from resource plans. When such cost plans exist, manual entry in the Planned expenses field on the engagement is disabled, but Planned resources can still be edited manually. ## Practical Application for ServiceNow Customers By enabling the Advanced Audit plugin and integrating with Project Portfolio Management, audit managers can: * Automatically consolidate and view all costs and resources across audit engagements, improving financial oversight. * Maintain synchronized budget and actual expense data between engagement projects and audit engagements, reducing manual reconciliation. * Utilize advanced planning features to manage resource allocations and cost plans efficiently, with automatic rollups ensuring accuracy. * Control manual adjustments appropriately to prevent data inconsistencies when resource or cost plans exist. This functionality streamlines audit project financial management, supports better decision-making, and enhances transparency across audit engagements. Any audit project has associated costs, budgets, and resources. Roll ups of these costs, budgets, and resources enable the audit manager to view the entire costs and resources in a consolidated manner. Starting with the new release, a new plugin called Advanced Audit has been introduced in the Audit Management application. When you activate the Advanced Audit plugin and install the Project Portfolio Management application, you can utilize the project management capabilities to automatically create engagement projects. When an audit plan is created, the audit manager must be able to view the complete expenses and the resources involved in the engagement. Activating the Advanced Audit plugin enables the rollup of the expenses and resources cost of all engagements for a consolidated view. You can also use the advanced planning capabilities to automatically roll up the expenses and resources of each individual engagement to the parent plan of the engagements. ## Project budget rollup {#audit-engagement-project-integration__section_h4f_fyc_vmb} After an engagement project is automatically created, if the user has the it_portfolio_manager role, the user can create a project budget. When a budget is created, the budget cost gets copied over to the Budgeted expenses field of the engagement from the engagement project. When you use the advanced planning capabilities to automatically create a plan, the values in the expenses and the resources field are rolled up. These values come from the associated engagements and the engagement projects. To allocate a project budget, see [Allocate budget to a project](https://www.servicenow.com/docs/access?context=allocate-budget-to-project&version=australia&pubname=australia-it-business-management&ft:locale=en-US). If you allocate a project budget, then the data from the budget cost field gets copied over to the engagement. For example, an engagement has a budget expense of $100. If you create a project budget for the engagement project and enter the budget cost as $200, the engagement budget expense is overwritten with $200. ## Actual expenses and resources rollup {#audit-engagement-project-integration__section_pw2_3yc_vmb} If actual effort is updated on an engagement project, then that value gets copied over to actual resources on the engagement. The Actual resources and Actual expenses both are copied over from the Actual effortand Actual cost fields. ## Resource plan rollup {#audit-engagement-project-integration__section_l1x_syc_vmb} With Project Portfolio Management, you can add resource plans and cost plans to an engagement. To learn how to create an engagement with advanced planning, see [Create an engagement with advanced planning](https://www.servicenow.com/docs/fcvvbvnMi3FGRFcnx0y4RA "Use the advanced planning capabilities to create an engagement that automatically creates an engagement project. After an engagement project is created, you can add resource plans and cost plans to the engagement. The values of these plans roll up to the engagement and to the audit plan.") After you create a resource plan and it is in the Allocated state, all the confirmed and allocated hours are summed up in the planned resources. When a resource plan is created, you cannot manually enter hours in the Planned resources field on the engagement form. The values get automatically rolled up. To manually enter hours in the Planned resources field, delete the resource plan. ## Cost plan rollup {#audit-engagement-project-integration__section_etw_c1d_vmb} You can create an independent cost plan that is not created as a result of a resource plan. In this case, you cannot manually enter values in the Planned expenses field on the engagement form. You can still edit the Planned resources field.