---
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


---

# Define the budget attribute

# Configure budget attribute at instance-level {#ariaid-title1}

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

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.

## Before you begin

* Enable the budget allocation property to work on budgeting for planning items. For more information, see [Enable financial budget allocation for planning items in Portfolio Planning](https://www.servicenow.com/docs/O6xyMIA_iDoO_~jp5VynXQ "Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.").
* Role required: admin

{#config-budget-allocation-attribute-ppw__ul_dkf_wsh_dcc}  
Important:  
Existing customers cannot change the budget attribute to cost_type.

## Procedure

1. Navigate to AllSystem PropertiesProperties.
2. Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
3. Update the Value field to one of the following.
   * cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
   * expense_type - view financials by expense types such as Capex and Opex.
   {#config-budget-allocation-attribute-ppw__choices_px2_3th_dcc}
4. Select Update.

*[\>]: and then