Create and compare financial baselines for a demand

Release version: Zurich

Updated March 12, 2026

1 minute to read

Create and compare financial baselines to get a snapshot of the demand expenses and compare the planned costs.

Before you begin

Role required: it_demand_manager

About this task

Multiple financial baselines help review the financials changes that have been made to the demand at different points. Any financial baseline doesn’t capture the actual cost component of the demand.

To create financial baselines, you can also use:

The Create Baseline option under More Actions in the Details tab.
The Demand Baselines tab.

Procedure

Navigate to Workspaces > Portfolio Planning Workspace.
Select the Demands icon .
Open a demand from the List page.
Select Financials from the navigation menu.

Create or compare financial baselines.

Option	Steps
Create a baseline	Select the Create baseline button. Create financial baseline window appears with the Name field is auto-populated with current date. You can edit this field to name your baseline. In the Description field, enter a brief description to identify this baseline. Select Save. A baseline is created capturing the planned costs.
Compare baselines	Select the Baselines comparison tab to view the list of baselines. Select any two baselines and select the Compare baselines button. Comparison view of the selected baselines is displayed. For more details, see Managing financials for demands.

Option

Steps

Create a baseline

Select the Create baseline button.
Create financial baseline window appears with the Name field is auto-populated with current date. You can edit this field to name your baseline.
In the Description field, enter a brief description to identify this baseline.
Select Save.

A baseline is created capturing the planned costs.

Compare baselines

Select the Baselines comparison tab to view the list of baselines.
Select any two baselines and select the Compare baselines button.

Comparison view of the selected baselines is displayed. For more details, see Managing financials for demands.

Tip:

You can migrate existing financials baselines of your demands from Classic UI to Financials in Next Experience. For more information, see Migrate financial baselines of demands to Next Experience.