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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create cost plan form

# Create cost plan form {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use this form to create cost plans for your planning items.
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| Field | Description |
|-|-|
| Name | Name of the cost plan. |
| Entered currency | Currency to capture the unit cost value. |
| Unit cost | Planned cost for the cost plan. |
| Quantity | Quantity of cost plans. |
| Total planned cost | Total planned costs value of the cost plan. |
| Start fiscal period | Starting month in a fiscal period for the cost plan. |
| End fiscal period | Ending month in a fiscal period for the cost plan. |
| Cost distribution | Allocate planned cost by fiscal period or duration. Select a value from the list. * Split equally across fiscal periods - Distributes the cost equally among all the fiscal periods across the duration. * Recurring per fiscal period - Recurs the cost for each fiscal period across the duration. {#create-cost-plan-form-prj-wrkspc__ul_f2j_dtj_yxb} |
| Cost type | Cost type of the cost plan. Select a cost type form the list. Note: Based on the selected cost type, the Role and Product model fields appear. |
| Employee type | Read-only field. * External if Cost type is External labor Capex or External labor Opex. * Internal if Cost type is Labor Capex or Labor Opex. {#create-cost-plan-form-prj-wrkspc__ul_e5z_mwm_m1c} |
| Role | Name of the role to expense the cost plan. |
| Product model | Available if the Cost type is Software, Hardware, or Other Capex or Opex. Select a model from the list to expense the cost plan. Model name of a hardware expenditure to expense the cost plan. |
[Table 1. Create cost plan form]

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