---
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


---

# Legacy- Create and promote a forecast plan

# Legacy- Create and promote a forecast plan {#ariaid-title1}

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

As a portfolio manager, you can re-estimate (forecast) the portfolio budget for
future periods based on the actual cost and changed project requirements.

## Vorbereitungen

Hinweis:  
The content in this topic is applicable for customers upgrading from a previous release to Australia. If you are a new customer, see [Scenario Planning for PPM](https://www.servicenow.com/docs/elCPhnN9QkuxdFM4CEtFDQ "The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources.").

* Role required: it_portfolio_manager
* The Portfolio Planning field for the portfolio must be set to Advanced on the [Portfolio
  form](https://www.servicenow.com/docs/vTS4I2xP0fqt4XNT2pwmcQ "Create a portfolio to manage related programs, projects, and demands.").
* The [forecast
  period](https://www.servicenow.com/docs/hHW_YhjD8oY_f6GdZhXVeQ "Forecast periods are similar to budget periods that aim to control the promotion of forecast plans.") for the fiscal period must be open to create the forecast plan for a portfolio. For example, the forecast period for FY17: Apr must be open to create a forecast plan in April. The PPS admin can open the forecast period for a fiscal period by navigating to Project AdministrationOpen/Close Forecast Periods.
* The [budget
  period](https://www.servicenow.com/docs/vpXr898nOMBgp1DrokDaUg "The budget period controls the promotion of the budget plans. Budget plans created for a fiscal year can be promoted only if the budget period is open.") for a fiscal period must be closed to open a forecast period for the corresponding fiscal period. The PPS admin can close the budget period for a fiscal period by navigating to Project AdministrationOpen/Close Budget Periods.
* Only one forecast period can be open at a time.
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## Prozedur

1. Navigate to portfolio workbench and open the portfolio that you want to track.
2. Click Promote Forecast Plan under Step 4: Forecasting.
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## Ergebnisse

* The forecast plan for the portfolio is created and promoted for the selected forecast period. You can [re-promote the
  forecast plan](https://www.servicenow.com/docs/_gKnfNAGMndqUZqBcKYRxw "If the portfolio forecasted cost has been modified, as the portfolio manager, you can repromote the forecast plan to reflect the changes reflected in the forecast plan."), if required.
* A task with the status Pending Approval is created when the portfolio manager promotes the forecast plan. The status of the task is visible in Portfolio Workbench.
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## Nächste Maßnahme

* To view the task for the forecast plan, click the Status link. The finance reviews the portfolio forecast plans in the [Planning Workbench](https://www.servicenow.com/docs/uLr1qsQNuZVTPotCg7YiYw "The financial planning workbench is a central location to manage budget tasks, review, and approve the promoted plans. Financial planning workbench is deprecated in the Paris release. Financial planning workbench is still available on instances upgraded from a previous release but is not available for new instances.") and approves the plan.
* To view a list of all the promoted forecast plans for the portfolio, click the All Promoted Forecast Plans link under step 4: Forecasting. The promoted forecast plans are listed for all forecast periods.
* After the forecast plan is finalized and no further changes are expected, the forecast period must be closed.
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