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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Expense summary

# Expense summary {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The Data Definition stage of the workbench shows a summary of the expenses in the
application. Icons for each type of expense and for each fiscal period shows you the state of
allocation records.
{#r_ExpenseSummary__table_iln_3bq_fs__entry__2}

| Icon | Description |
|-|-|
| ![The X icon]() | Records do not exist. |
| ![The checkmark icon]() | Record lines exist. |
| ![An empty exclamation point icon]() | Records changed since allocations were last generated. |
| ![Filled exclamation point]() | Errors occurred when the application was running allocations. If you see this icon, verify all your settings in the workbench and run the allocations again. |
[Table 1. Icons on the expense summary]

{#r_ExpenseSummary__table_iln_3bq_fs} {#r_ExpenseSummary__table_rrk_55h_yq__entry__2}

| Label | Description |
|-|-|
| Period | Each period in the fiscal calendar. |
| Staged | If records are in the General Ledger Staged Data \[itfm_gl_data_staged\] table. |
| Cleansed | If records are in the General Ledger Cleansed Data \[itfm_gl_data_cleansed\] table. |
| Groomed | If records are in the Groomed General Ledger Data \[itfm_gl_data_groomed\] table. |
| Lines | If records are in the Cost Allocation \[itfm_cost_allocation\] table. |
[Table 2. The Expense Summary section]

{#r_ExpenseSummary__table_rrk_55h_yq}
**Related tasks**   

* [Choose a working set](https://www.servicenow.com/docs/RWxDvo7TdFVCMT7Vfo9wOA "A working set refers to the set of expenses that you want to use in the workbench as you pass through all the stages.")
* [Clone a cost model in the workbench](https://www.servicenow.com/docs/e06Bf0UnoB0oTD4ldzXOQQ "Use the preconfigured cost models or clone one from the base cost models for your financial model activities. By cloning you can map your financial data source to the cost model as per your business requirements without affecting the original cost model.")