---
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


---

# Configure financials for Portfolio Planning

# Configure financials for Portfolio Planning {#ariaid-title1}

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

Configure the ServiceNow Internal integrations to view the financials for planning items in Portfolio Planning.

## Vorbereitungen

Role required: admin

## Prozedur

1. Configure the attributes to generate labor costs in financials based on the resource assignments on the work items.  
   For more information, see [Using the Planning attributes](https://www.servicenow.com/docs/g7zGAjsF7XFZ5RCJYWtNBg "Planning attributes are designed to define and work on attribute-based resource mapping in Resource Management and to generate labor costs for these resources in financials.") and [Create or edit planning attributes](https://www.servicenow.com/docs/~eI5~iAkoowhbkBNMvzKDA#configure-planning-attributes "Create or edit planning attributes to plan and forecast your resources and financials for a project.").
2. Generate default mapping configurations to create table maps.  
   For more information, see [Generate default mapping configurations](https://www.servicenow.com/docs/Uftkehqg7rKZA61w4mDUFw "Generate default mapping configurations to create table maps for the available applications.").
3. Create new widgets to view the rolled up financial data at planning item level.  
   For more information, see [Configure a widget and associate it with project](https://www.servicenow.com/docs/AbOWgy0xZ9kh7QhoizndeQ "Enable and associate a widget to view financial summary of work items at a high-level.").
4. **Wahlweise:** Customize the left pane in the financials screen to match the requirements of your organization.  
   For more information, see [Customize the left pane view for financials](https://www.servicenow.com/docs/wruyGzRUE6HnlVMX3HbdmA "Customize the left pane for financials to view custom field information.").
5. Enable budgeting option to allocate and manage budget of your planning items.  
   For more information, see [Enable financial budget allocation for planning items in Portfolio Planning](https://www.servicenow.com/docs/uLLS33iAtxaTTUKWBNS1xw "Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.").
6. Configure the budget attribute to expense type or cost type to manage the budget of your planning items.  
   For more information, see [Configure budget attribute at instance-level to allocate budget](https://www.servicenow.com/docs/blZgdMKlr9KZHexCNHpAog "Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.").
7. **Wahlweise:** Customize the Create cost plan form fields to match the requirements of your organization.  
   For more information, see [Customise cost plan form](https://www.servicenow.com/docs/rrFf9pJAz2P6zhrh1DMMAA "Manage the fields required on the new cost plan form as per your organization needs.").
8. Customize the default expense types to manage cost plans for your planning items.  
   For more information, see [Change the default expense type in Portfolio Planning](https://www.servicenow.com/docs/muywh2jM_NbGW5uKwhnPPA "Configure the default expense type to create or edit cost plans for your planning items.").
9. Define a custom prefix for your baseline name.  
   For more information, see [Create a custom prefix for baseline](https://www.servicenow.com/docs/NGKNfOfAUbyiwL7XPHSsMQ "Modify the prefix to customize the name of the baselines for your planning items.").
10. Activate and define a scheduled job to migrate budget for your planning items.  
    For more information, see [Activate a scheduled job to migrate budget of your planning items](https://www.servicenow.com/docs/ShzpTC5g9PbkkgKzO1s6HQ "Activate the Migrate budget for active demands and projects scheduled job to migrate budget of active planning items from Classic UI to Next Experience.")
11. Activate and define scheduled job to automatically create financial baselines for your planning items at a defined cadence.  
    For more information, see [Activate a scheduled job to create financial baselines for your projects and demands](https://www.servicenow.com/docs/EILmjG2ksw5UJPO1xW_~lw "Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.").
12. Activate and define a scheduled job to generate labor costs for your projects and demands based on the attribute-based resource assignments.  
    For more information, see [Activate a scheduled job to generate labor costs for your projects and demands](https://www.servicenow.com/docs/ac8SLW7~tt5QHtYwaShKnw "Activate a scheduler job to automatically create labor costs for attribute-based resource assignments.").