---
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


---

# Enable project currency view in project-related forms

# Enable project currency view in project-related forms {#ariaid-title1}

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

Switch over to the project currency view to track the planned costs of a project in
the selected project currency.

## Vorbereitungen

Role required: it_project_manager

## Warum und wann dieser Vorgang ausgeführt wird

To manage your projects in local currency and to create a project from a demand, the
project currency fields are added in the following tables that have cost details and
financials tab:  
{#enable-project-currency-view__table_umn_p3v_jjb__entry__2}

| Table name | Description |
|-|-|
| Demand \[dmn_demand\] table | To create a project from a demand in project currency. Specify the currency that you want to use to manage your project by navigating to the Financials tab of the Demand form and selecting a currency in the Project Currency field. Hinweis: You can specify the project currency only when you switch to the Demand Currency view. For more information, see [Multicurrency in Demand Management](https://www.servicenow.com/docs/Vt1Qye7ufcJyeUobasnCKQ "Manage and track the financials of your demands in the corporate currency, regional currency, or the same currency that you want to use for managing the project using the multicurrency feature. The corporate policy typically governs the choice of this preference."). To create a demand, see [Create a demand](https://www.servicenow.com/docs/pilEdrlI~D01hAmiocr47w "Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization."). |
| Project \[pm_project\] table | To navigate to the Project form, see [Project form](https://www.servicenow.com/docs/Pm2ChGJdovN3bVbINNCCfw "Learn about the fields of project form. Use this form to create a project."). |
| Cost Plans \[cost_plan\] table | To navigate to the Cost Plan form, see [Create a project cost plan](https://www.servicenow.com/docs/2Ft3V96grqYR1qQNtwqgFA "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects."). |
| Cost Plan Breakdown \[cost_plan_breakdown\] table | To navigate to the Cost Plan Breakdown form, see [Update a cost plan breakdown](https://www.servicenow.com/docs/Qc~gwOZzZUConGCw7I0i9w "Update a cost plan breakdown record that specifies the estimated and actual cost, at a granular level, for specific fiscal periods."). |
| Benefit Plan \[benefit_plan\] table | If you open the project form in Project Currency view, then by default the project currency related fields appear in the Benefit Plans related list. To create a project benefit plan, see [Create a project benefit plan](https://www.servicenow.com/docs/5zoPfzwU~RBOEcFrB0fDgw "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed."). |
| Benefit Plan Breakdowns \[benefit_plan_breakdown\] table | To update a benefit plan breakdown, see [Update a benefit plan breakdown](https://www.servicenow.com/docs/uIGyBUAB~lO~Hn3AXiTYPg "Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods."). |
| Expense Line \[fm_expense_line\] table | Expense lines are part of project cost plans and stores cost associated with a specific resource. To navigate to the Expense line form, see [Create an expense line](https://www.servicenow.com/docs/Y6zpftC_BHbX8LepJDhwvA "A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans."). |
| Project Funding \[project_funding\] table | Stores the project target and budget expense values for both capital and operating expenses for a single fiscal period. |
[Tabelle : 1. Tables with project currency fields]

{#enable-project-currency-view__table_umn_p3v_jjb}

## Prozedur

1. Navigate to the respective form.
2. Right-click the context menu of the form.
3. Click View.
4. Select Project Currency from the list.

## Nächste Maßnahme

Refer to the form fields that are exclusive to the Project Currency view that you
have selected. All the other form tabs and fields remain same both for the default
view and the project currency view. Continue to enter values in the fields as you
would for the default view.