---
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- Portfolio budget object configuration

# Legacy- Portfolio budget object configuration {#ariaid-title1}

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

The planned cost of cost plans in portfolio when promoted by portfolio managers are
converted to budget plans. The base system has a seeded read-only budget definition Portfolio
Budget Planning Process used for the promotion of portfolio.  
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.").  
Abbildung : 1. Budget Planning Process

The granularity of the promoted budget object is defined in the Define Structure step of the
Portfolio Budget Planning Process budget definition. By default, the granularity of Project
Definition is Portfolio, Project or Demand (Portfolio Task), and Account Number.  
Abbildung : 2. Structure step

If your organization needs more attributes (such as cost center and cost plan name) in the
promoted portfolio budget object, you can define the additional mappings in the cost plan data
source. Set up by dot walking the required attribute from the cost plan object. After the mapping
is done, select the attribute in Define Structure of Portfolio Budget Planning Process and save
it.  
The promoted budget would include the selected attribute with Portfolio, Project or Demand (Portfolio Task), and Account Number. This attribute would also be visible in Portfolio Workbench.  
Hinweis:  
GL Account Number is automatically considered as one of the template columns.  
Abbildung : 3. Planning Data Field Source

## Additional columns in Workbench {#portfolio_budget_object_configuration__section_exn_r4b_5bb}

While reviewing the promoted portfolios, you can pull the additional dot walked columns to
workbench for visibility. Use the Portfolio Budget Planning Process Define structure to pull in
the additional dot walked column, such as Portfolio Manager, and save the configuration. Once
saved, the column is visible on the workbench.  
Abbildung : 4. Additional columns  
Abbildung : 5. Define Structure  
Abbildung : 6. Plan View