---
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


---

# Tables installed with Financial Management

# Tables installed with Financial Management {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read

Financial Management adds the following tables.
{#r_InstalledWithITFinanceTables__table_TablesforITFinance__entry__2}

| Table | Description |
|-|-|
| Actuals Log \[itfm_actuals_run_log\] | Logs of actuals generated and keys generated for the associated plan definition. |
| Base Statement Item Breakdown \[itfm_charge_item_breakdown\] | Statement item breakdown definitions. |
| Breakdown Relationship \[itfm_breakdown\] | Statement item breakdown definitions. |
| Bucket \[itfm_bucket\] | Buckets used in the allocation workbench to group similar expenses. |
| Bucket Account Allocation \[itfm_bucket_account_allocation\] | Bucket assignment information. |
| Bucket Allocation Account \[itfm_bucket_allocation_account\] | A reference link among buckets, accounts, and cost models. |
| Bucket Allocation Rule \[itfm_bucket_allocation_rule\] | Allocates expenses to buckets. |
| Budget \[itfm_budget\] | Final budgets. |
| Budget Actual \[itfm_gl_actuals\] | Actual expenses. |
| Budget Definitions \[itfm_plan_definition\] | Parent table for budgeting that holds the metadata such as name, budget plan year span, forecast time span, ownership, and frequency of forecasting. |
| Budget Forecast \[itfm_budget_forecast\] | All budget forecasts. |
| Budget Forecast Items \[itfm_bf_item\] | All items on the budget forecast. |
| Budget Keys \[itfm_plan_key\] | The key used to identify forecasts and plans. |
| Budget Notes \[itfm_budget_note\] | Notes for budgets that you enter in the budget variance report. |
| Budget Override Categories \[itfm_budget_override_categories\] | Categories that you use to classify budget overrides. |
| Budget Period \[itfm_budget_period\] | Budget periods. |
| Budget Reference Rate Configuration \[itfm_fx_config\] | Exchange rate / fiscal period relationships. |
| Budget Reference Rates \[itfm_fx_rate\] | The exchange rates that budgets use. |
| Budget Segment Map \[itfm_budget_segment_map\] | A relationship between segments that budgets use and a budget key. |
| Budget Targets \[itfm_budget_target\] | All budget target values. |
| Budget Task \[itfm_budget_task\] | Budget tasks. |
| Business Unit \[business_unit\] | All business units. |
| Cleansing Condition \[itfm_cleansing_condition\] | Conditions that the application automatically generates when you clean data in the workbench. |
| Consumption Breakdown \[itfm_charge_item_breakdown_cons\] | Breakdown definitions for statement items that are based on a user-defined consumption table. |
| Consumption Statement Item \[itfm_charge_item_cons\] | Showback source definitions for statement items that are based on a user-defined consumption table. |
| Cost Allocation \[itfm_account_allocation\] | An all-around view of the allocations going to and from each account. |
| Cost Allocation \[itfm_allocation\] | All allocation lines that are processed from allocations. This table holds a more detailed level of allocation lines as compared to the Cost Allocation Aggregate table. |
| Cost Allocation Breakdown Aggregate \[itfm_allocation_breakdown\] | Allocation lines created based on cost allocation breakdown relationships. |
| Cost Allocation Group \[itfm_cost_allocation_group\] | Groups that can be associated with allocations. |
| Cost Allocation Metric \[itfm_cost_allocation_metric\] | Metrics that weighted and custom allocation methods use. |
| Cost Allocation Aggregate \[itfm_allocation_aggregate\] | A more brief set of allocation line data than is saved in the Cost Allocation \[itfm_allocation\] table. |
| Cost Allocation Rollup \[itfm_rollup\] | Rollups that the application creates when you use the workbench. |
| Cost Allocation Rollup Override \[itfm_rollup_override\] | Values that you can use to override allocation rollups. |
| Cost Allocation Runs Log \[itfm_ca_run_log\] | A log of all allocations that have been run. |
| Cost Model Breakdown \[itfm_charge_item_breakdown_cm\] | Breakdown definitions for statement items that are based on the Financial Modeling output. |
| Cost Model Statement Item \[itfm_charge_item_cm\] | Showback source definitions for statement items that are based on the financial modeling output. |
| Financial Data Source \[itfm_data_source\] | The source of the financial data: the staged general ledger or the cost plan breakdown. |
| Financial Data Source Field Map \[itfm_data_source_field_map\] | Individual fields mapped to the sources of financial data. |
| Financial Model \[itfm_cost_model\] | Financial cost models. |
| FM Report \[itfm_report\] | Finance reports. |
| Forecast Period \[itfm_forecast_period\] | Forecast periods. |
| General Ledger Accounts \[itfm_gl_accounts\] | Accounts and associated account numbers. |
| General Ledger Cleansed Data \[itfm_gl_data_cleansed\] | Expenses in the general ledger that is cleansed. |
| General Ledger Log \[itfm_gl_log\] | Log records that are created when expenses are added to the general ledger for a fiscal period. |
| General Ledger Staged Data \[itfm_gl_data_staged\] | Imported expenses that have not been cleansed or groomed. |
| Groomed General Ledger Data \[itfm_gl_data_groomed\] | Expenses in the general ledger that have been groomed. |
| Grooming Condition \[itfm_grooming_condition\] | Conditions that the application creates during the financial grooming process in the workbench. |
| ITCOA Definition \[itfm_itcoa_definition\] | Reference field mappings for cost models. |
| IT Shared Service \[itfm_shared_service\] | Services shared across the IT infrastructure. |
| IT Shared Service Type \[itfm_shared_service_type\] | Categories that are associated with IT shared services. |
| ITFM Session \[itfm_session\] | Saves session information for the workbench. |
| Main Report Configuration \[itfm_ca_main_config\] | Configuration settings for the main Financial Management report. |
| Plan Actuals \[itfm_plan_actuals\] | Actual items created based on budget definition from staged source expense lines. |
| Plan Actual Breakdowns \[itfm_ai_breakdown\] | Actual amount breakdowns of the item for each fiscal period. |
| Plan Core \[itfm_plan_core\] | Meta information such as name, original plan, budget currency of a plan. itfm_plan and itfm_plan_versions extend from the table. |
| Plan Item Breakdown \[itfm_pi_breakdown\] | Breakdowns of costs for a given plan item. |
| Plan Item Execution \[itfm_plan_item_execution\] | Unit cost and its validity of plan item. |
| Plan Items \[itfm_plan_item\] | Financial details such as account number, budgeted amount, forecast amount, actual amount, and attributes associated to asset, project, catalog, and contract. |
| Plans \[itfm_plan\] | Associates a budget key and the fiscal yearly details of the plan. |
| Planner \[itfm_planner\] | Owners of budget keys. |
| Plan Template Column \[itfm_plan_template_column\] | Defines columns as template columns for budget definition. |
| Plan Versions \[itfm_plan_versions\] | Plans that are created during promotion of each plan. |
| Plan Viewer \[itfm_plan_viewer\] | Access to view the plans. |
| Plan Yearly Details \[itfm_plan_year_details\] | Yearly plan details. |
| Planning Data Source Field Map \[itfm_plan_data_source_field_map\] | Planning data source field map. |
| Planning Log \[itfm_plan_run_log\] | Planning log. |
| Reporting Entity \[itfm_reporting_entity\] | Reporting entity assigned to a user or group. |
| Segment Definition \[itfm_ca_segment_map\] | Segments specified in the hierarchy of segments. |
| Segment Group Accounts \[itfm_group_segment_acct\] | Grouped ITCOA accounts. |
| Segment Relationship \[itfm_itcoa_hierarchy\] | Relationships between segments in the segment hierarchy as defined in the Data Definition stage of the workbench. |
| Service Catalog Breakdown \[itfm_charge_item_breakdown_sc\] | Breakdown definitions for statement items that are based on Service Catalog requests. |
| Service Catalog Statement Item \[itfm_charge_item_sc\] | Showback source definitions for statement items that are based on Service Catalog requests. |
| Service Charge Line \[itfm_charge_line\] | Individual showback lines. |
| Service Charge Line Drilldown \[itfm_charge_line_drilldown\] | Individual showback line drilldowns. |
| Service Charge Price Ratecard \[itfm_sc_price_rate_card\] | Showback price rate card. |
| Showback Statement \[itfm_sb_stmt\] | Showback statements. |
| Showback Statement Definition \[itfm_sb_stmt_def\] | Showback statement definitions. |
| Showback Statement Line Definition \[itfm_sb_stmt_line_def\] | Showback statement line definitions. |
| Showback Statement Line Unit Cost Definition \[itfm_sb_stmt_line_unit_cost_def\] | Showback statement line unit cost definitions. |
| Sibling Rollup Relationship \[itfm_sibling_relationship\] | Sibling segment rollup relationship definitions. |
| Statement Dispute \[itfm_dispute\] | Showback disputes. |
| Statement Expense Line \[itfm_charge_expense_line\] | Individual showback statement expense items. |
| Statement Expense Line Details \[itfm_charge_expense_line_details\] | Detailed showback expense information. |
| Statement Item \[itfm_charge_item\] | Showback source definitions. |
| Statement Item Drilldown \[itfm_chg_item_drilldown\] | Statement item drilldown definitions. |
| Unit Cost Metrics \[itfm_segment_unit_metrics\] | Unit cost metric definitions. |
| Unit Costs \[itfm_unit_cost\] | Unit cost lines generated by cost allocation. |
| Weight Map Run Log \[itfm_weight_map_run_log\] | Weight map generation log. |
| Weight Maps \[itfm_weight_map\] | Weight relationships that the application uses to calculate weighted metrics. |
[ ]

{#r_InstalledWithITFinanceTables__table_TablesforITFinance}  
The application also uses this table created by the Fiscal Calendar.{#r_InstalledWithITFinanceTables__table_Tablesforthefiscalcalendar__entry__2}

| Table | Description |
|-|-|
| Fiscal period \[fiscal_period\] | Fiscal calendars and the periods used by fiscal calendars. |
[Table 1. Tables for the fiscal calendar]

{#r_InstalledWithITFinanceTables__table_Tablesforthefiscalcalendar}
**Related reference**   

* [User roles installed with Financial Management](https://www.servicenow.com/docs/DCROVUDQJ2pAbKXn0ioo2g "Financial Management adds the following user roles.")