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Financial Planning

Financial Planning

Efficient budgeting is vital to managing projects effectively to support strategic business initiatives. However, a budgeting process based on individual spreadsheets that must be individually collated and reconciled leads to mistakes, wasted resources, and a lack of credibility. 


ServiceNow® Financial Planning is a budget data resource that is seamlessly integrated with Project and Portfolio Management to optimize budget planning by replacing spreadsheets with an online repository. The repository encourages collaboration, and offers new ways to address budget challenges and communicate budget adherence to stakeholders. 



Improve visibility and collaboration by supporting multiple budget models for different use cases and plan-versus-actual analyses

Improve credibility with integrated data and multiple fiscal period breakdown analyses

Simplify financial planning with an enhanced ability to analyze budgeting and forecast data

Application Highlights

Easy to view dashboards

Easy to view dashboards

Easy to view dashboards

Information at your fingertips

Information at your fingertips

Information at your fingertips

Feature Details

  • Simplified Budgeting and Forecasting

    Simplify financial planning by grouping budgeting and forecast data by multiple elements and time periods then easily work with relevant information through a drag and drop interface

  • Single Platform

    Less time is spent gathering and transforming data, leaving more time to benefit from service delivery data on the same system that manages asset lifecycles, Configuration Management Database (CMDB), service, and project management. The results are new insights on where and how to transform technology that drives the business.


Financial Planning Is Part of…

IT Business Management

Run IT like a business, with project and application visibility, and financial insight.

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