---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/it-business-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Financial Modeling - Legacy

# Financial Modeling - Legacy {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

With Financial Modeling, you can determine the allocation rules and run them
automatically for all data in the future. There are several other components that you must set
up before you can use the workbench to allocate expenses.

Start with associating data sources to cost models. Use data source to add additional columns
for cleansing or bucket split by selecting the Used by cleansing option of the Financial Data
Source Field Map record.

Fiscal calendars, which was under IT Financial Management, has been moved to ServiceNow AI Platform area. You can access the documentation for Fiscal calendars [here](https://www.servicenow.com/docs/access?context=c_FiscalCalendar&version=australia&pubname=australia-platform-administration&ft:locale=en-US).
* **[Financial data import - Legacy](https://www.servicenow.com/docs/2tiNQmA_ryq47ebxHFa1VQ)**   
  Financial data resides in the General Ledger Staged Data table.
* **[Segments - Legacy](https://www.servicenow.com/docs/BLZ~x3vJUkkOMQoGwv08Kg)**   
  Segments define the transaction table used in cost model hierarchy.
* **[IT shared services - Legacy](https://www.servicenow.com/docs/j9NdwuPTkOQZbglUGi5AoA)**   
  IT shared services are business services that are IT related but are still shared and used across your organization.
* **[Financial Management workbench - Legacy](https://www.servicenow.com/docs/Cwxh_p0kobMpYfhR4NUAWg)**   
  The Financial Management workbench provides financial administrators with a graphical interface to allocate expenses.
* **[Cost models - Legacy](https://www.servicenow.com/docs/Rls_wAWUGevOjYiIx8hFNg)**   
  A cost model is a set of rules, methods, and metrics that tell the application how to allocate expenses to the accounts in the hierarchy.
* **[Allocations - Legacy](https://www.servicenow.com/docs/Ws0Zeu87c7DSAw16yhNRTw)**   
  When the Financial Management application allocates an expense, it breaks down the expense into detailed amounts of money called allocations.
* **[Allocation metrics - Legacy](https://www.servicenow.com/docs/ZZTbkhApkxk4ADOhtSqQOQ)**   
  Allocation metrics contain additional instructions that the application uses to allocate expenses based on a weighted calculation or on a script. Allocation methods use metrics to perform the allocation.