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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Allocate budget to a demand

# Allocate budget to a demand {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set the budget of a demand according to the fiscal years.

## Before you begin

Role required: it_portfolio_manager

## Procedure

1. Navigate to AllDemandDemandsAll and open the demand form.
2. In the related links, select Demand Budget.  
   The Demand Budget dialog box opens.
3. Select the fiscal year for which you want to set the budget for the demand.  
   Tip:  
   You can work on allocating lean budgets at the fiscal period level using the Investment Budget. For more information, see [Enable lean budgeting for demands](https://www.servicenow.com/docs/akXz8hUhGcKCbHksgc4StQ "Enable the Investment Budget option to allocate budgeting for demands at fiscal period.").
4. Enter the amounts for Capex Budget and Opex Budget.  
   The Total Budget is updated with the sum of capex and opex amounts.
5. Select OK.  
   Note:  
   * If the demand doesn't have a cost plan, start date, and due date, the demand budget is distributed from the current month. Distribution continues until the end of the demand budget fiscal year.
   * If the demand doesn't have a cost plan and a due date but has a start date, then the demand budget is distributed from either:
     * Start date (if the start date falls in the given budget fiscal year) until the end of the demand budget fiscal year.
     * Start of the demand budget fiscal year until the end of the demand budget fiscal year.
     {#allocate-budget-to-demand__ul_mlq_q2g_4bb}
   * If the demand doesn't have a cost plan and a start date but has a due date, then the demand budget is distributed from either:
     * Current month until due date (if the due date falls in the given budget fiscal year).
     * Current month until the end of demand budget fiscal year.
     {#allocate-budget-to-demand__ul_rm1_52g_4bb}
   {#allocate-budget-to-demand__ul_oqp_4cg_4bb}If the demand has a cost plan associated, then demand budget is distributed by honoring the cost plan fiscal periods.
{#allocate-budget-to-demand__steps_xtz_1cs_x1b}

## Result

The demand budget for the selected year appears in the Demand Budget related list. You can select the amounts in the list to revise them.

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