---
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


---

# View financial summary of cost and monetary benefit plans

# View financial summary of cost and monetary benefit plans {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

View a breakdown of the cost and benefit components of a demand to track the
financials of your demands. The financial summary enables you to assess the progress of the
demand and track financial changes and their impact on the demand over a period.

## Before you begin

Role required: it_demand_manager

## About this task

View a detailed breakdown of the cost components of a demand using the Financial Summary tab. The total planned cost, budget cost, actual cost, and planned returns with their breakdowns are displayed in
the form of read-only cards. The cost plans, benefit plans, and their breakdowns are provided in an editable grid view.

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Open a demand.
3. On the Demand form, select the Cost Plans or Monetary Benefit Plans related list.
4. Select Manage.
5. **Optional:** Add additional fields, view plan details, or reorganize the financial data.

   | Action | Steps |
   | Create a baseline or compare available baselines | Select the baseline information icon ![]() and then select Create New Baseline or Compare Baselines option respectively. For more information, see [Create a baseline of a demand](https://www.servicenow.com/docs/dtUnL0zCR2QY8yF2Z4N44Q "Create a financial baseline of a demand to capture a snapshot of cost plan, benefit plan, and demand-level financial metrics at a specific point in time."). |
   | Create a cost plan or benefit plan for the demand | In the Cost Plans or Benefits Plans tab, select New. |
   | View a cost plan or benefit plan details in a form | Select the information icon ![]() available in the Name column of the grid. |
   | View a cost plan or benefit plan details in yearly, quarterly, or monthly format | Select the Year, Quarter, or Month views respectively. You can also edit the breakdown values of a cost plan or benefit plan without opening the plan in a form. Inline edit is available only in the Monthly view. |
   | Toggle the widgets on the Financial Summary section or add more fields | 1. Select the widgets icon ![]() and then select the Show Widgets option. 2. Select additional fields to show, clear them to hide. Note: * By default, all the fields are selected. * The selected field preferences are saved and are available when you reopen the Financial Summary tab. * If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated, additional fields are available: Benefit in demand currency, Actual Cost in demand currency, and Financial return in demand currency. {#view-financial-summary-demand__ul_ebl_qh5_msb} {#view-financial-summary-demand__ol_xks_mhv_2nb} |
   | Show or hide columns in the grid | Select the configuration icon ![]() and select the field names. Note: You can't hide the grouped columns. |
   | Reset to the default grid column layout | Select Reset to defaults. |
   | Export financial information | Select Export to csv. |
   | View the demand costs and benefits in demand currency | 1. Select the configuration icon ![](). 2. Select additional fields to show demand currency amounts. Note: If the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin is activated, you can add additional fields. {#view-financial-summary-demand__ol_vcw_cjv_2nb} You can view both the functional and demand currencies in the currency indicator. The Financial Summary grid view includes demand currency column heads on the cost plan and benefit plan tabs. These include Cost in demand currency and Demand currency. |
   | View details of an item in the grid | Select the expand icon ![]()or collapse icon ![](). |
   |-|-|

   {#view-financial-summary-demand__choicetable_eky_wfv_2nb}

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