---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

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    - zurich

ft:locale :

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ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

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bundleId :

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workflow :

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---

# Cost Management Demo Data

# Cost Management Demo Data {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The demo data available with Cost Management provides samples of the data types to
illustrate its use.

Demo data should be loaded only in a development or test instance to prevent conflict with
production data.

## High-Level Data Review

The Cost Overview module has a number of commonly requested
reports.

## Business Service Overview

The business service owner would like to know how much it costs to maintain the service over
some period of time. This requires gathering the dependent CI costs and representing them at the
business service level. For CI costs to roll up to business services, relationships must exist
between CIs and services.

The demo data contains a number of services that have costs from their dependent CIs. In the Cost Overview homepage, the Business Service Cost 12 Month report shows an overview of
this information:

## Allocation Overview

Expense allocation rules costs allow you to allocate costs to one or more business entities
such as a user, group, department, company, or cost center. The purpose of the allocation is to
represent the cost that the business is responsible for. This is not considered charge-back or
billing, but could be used as a source for billing. The primary purpose of expense allocation is
to represent the consumer of the process that has incurred some expense.

The following diagram shows the distribution of expenses to cost
centers.

## Budget Overview

The amount of money allocated to cost centers can be tracked against a planned budget. A budget represents a collection of cost centers, a duration, and the amount of money that is expected to be allocated to the cost centers
during that period. The administration budget contains three cost centers and has incurred $173,610.83 so far during this
period.