---
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


---

# Update a cost plan breakdown

# Update a cost plan breakdown {#ariaid-title1}

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

Update a cost plan breakdown record that specifies the estimated and actual cost, at
a granular level, for specific fiscal periods.

## Before you begin

Role required: it_project_manager

## Procedure

1. Open the required project.
2. Select the Cost Plan related list.
3. Select the Cost Plan Breakdowns related list.
4. Select the i icon against a cost plan breakdown.
5. Select Open Record.
6. In the Cost Plan Breakdown form, view and update the enabled fields.  
   For more information, see [Cost plan breakdown form](https://www.servicenow.com/docs/hKQmwxbSJubj~~IWR145vA "Learn and update the enabled fields of cost plan breakdown form.").
**Related concepts**   

* [Cost plan breakdown](https://www.servicenow.com/docs/nohzhwMIf_zeC6b6YETBvw#cost-plan-breakdown "A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available.")
* [System-generated cost plans](https://www.servicenow.com/docs/nohzhwMIf_zeC6b6YETBvw#system-generated-costplan "When an expense line is created without populating the Cost Plan field, system-generated cost plans are created automatically.")