---
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


---

# Cost plan form

# Cost plan form {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The cost plan form enables you to create a cost plan for a demand.
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| Field | Description |
|-|-|
| Name | Name of the cost plan. |
| Project/Demand | Demand associated with the cost plan. This field is automatically set to the associated demand. |
| Start fiscal period | Starting fiscal period for the cost plan. When you change the start fiscal period, the associated cost breakdown values also change. |
| End fiscal period | Ending fiscal period for the cost plan. When you change the end fiscal period, the associated cost breakdown values also change. |
[Table 1. Cost plan section]

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| Field | Description |
|-|-|
| Entered currency | Currency to capture the unit cost value. |
| Total planned cost | Total planned cost value of the cost plan. * If the cost is recurring: Quantity × Unit cost × number of fiscal periods. * If the cost is non-recurring: Quantity × Unit cost. {#cost-plan-form-dw__ul_sq3_5sb_1kc} |
| Unit cost | Cost of single unit of the resource. |
| Functional currency | Currency used for managing the demand. |
| Quantity | Quantity of units of resources. |
| Cost in functional currency | Total planned cost for the demand in functional currency. The value in this field changes if the entered currency is different from the functional currency. |
| Recurring | Indicates whether the cost is recurring for each fiscal period. |
| Total actual cost | Total actual cost of the cost plan. Value rolled up from cost breakdown. |
| Cost type | Category of cost associated with the plan. |
| Source | Funding entity funds. The field is available when you select a value in the Source type field. Note: This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed. |
| Investment | Name of the investment created for the demand. Note: This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed. |
| Source type | Funding entity type from which you request fund such as Project, Demand, and Epic. Note: This field appears only if the legacy Investment Funding (com.snc.investment_funding) plugin is activated or the Investment Funding (sn_invst_pln) application is installed. |
[Table 2. Financials section]

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