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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a CI rate card

# Create a CI rate card {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

You can add a CI rate card that specifies an hourly rate and associate a rate
code.

## Before you begin

Role required: financial_mgmt_admin

## Procedure

1. Navigate to AllCostCostsCI Rate Cards.
2. Click New.
3. Fill in the fields, as appropriate.  
   {#t_CreateACIRateCard__simpletable_xb4_hgq_3r__entry__2}

   | Field | Description |
   |-|-|
   | Number | \[Read-only\] The CI rate card identification number. Automatically assigned. |
   | Define condition | Check box that indicates whether to use the Condition field to filter configuration items for the rate card. |
   | Name | The CI rate card name. |
   | Summary type | The CI rate card category: Grow Business, Run Business, or Transform Business. Categorizing can be useful for reporting. |
   | Active | Check box that indicates whether the rate card is available for use. Clear the check box to disable the rate card and deactivate all associated rate card costs. |
   | Table | The table to query with conditions for configuration items. This field is available if Define condition is selected. |
   | Condition | The condition to query on the specified Table. This field has a condition count widget to preview what records are captured by the conditions. This field is available if Define condition is selected. |
   | Short Description | A brief description of the rate card. |
   [ ]

   {#t_CreateACIRateCard__simpletable_xb4_hgq_3r}

*[\>]: and then