---
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


---

# Automatically create financial baselines

# Activate a scheduled job to create financial baselines {#ariaid-title1}

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

Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionScheduled Jobs.
2. Filter the name field to locate and open Create Financial Baseline For active Demands and Projects.
3. Select Active option to activate and schedule the job.
4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.  
   For more information about the field description and scripts, see [Automatically run a script of your choosing](https://www.servicenow.com/docs/access?context=t_ScheduleAScriptExecution&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US#t_ScheduleScriptExecution).
5. Select Execute Now to execute the scheduled job or select Update to save your changes.
{#baseline-schedule-job-pp__steps_r3t_zmk_gzb}

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