---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Audit Expense Rollup

# Roll up expenses and resources in an engagement {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

Any audit project has associated costs, budgets, and resources. Roll ups of these costs,
budgets, and resources enable the audit manager to view the entire costs and resources in a
consolidated manner.

Starting with the new release, a new plugin called Advanced Audit has been introduced in the
Audit Management application. When you activate the Advanced Audit plugin and install
the Project Portfolio Management application, you can utilize the project management
capabilities to automatically create engagement projects.

When an audit plan is created, the audit manager must be able to view the complete expenses and
the resources involved in the engagement. Activating the Advanced Audit plugin enables the rollup
of the expenses and resources cost of all engagements for a consolidated view. You can also use
the advanced planning capabilities to automatically roll up the expenses and resources of each
individual engagement to the parent plan of the engagements.

## Project budget rollup {#audit-engagement-project-integration__section_h4f_fyc_vmb}

After an engagement project is automatically created, if the user has the it_portfolio_manager
role, the user can create a project budget. When a budget is created, the budget cost gets
copied over to the Budgeted expenses field of the engagement from the
engagement project. When you use the advanced planning capabilities to automatically create a
plan, the values in the expenses and the resources field are rolled up from the associated
engagements and the engagement projects. To allocate a project budget, see [Allocate budget to a project](https://www.servicenow.com/docs/access?context=allocate-budget-to-project&version=australia&pubname=australia-it-business-management&ft:locale=en-US). If you allocate a project budget, then the data from the
budget cost field gets copied over to the engagement. For example, if you have an engagement
where the budget expense is $100. Then, if you create a project budget for the engagement
project of this engagement, and enter the budget cost as $200, then the budget expense of $100
in the engagement is overwritten and replaced by $200.

## Actual expenses and resources rollup {#audit-engagement-project-integration__section_pw2_3yc_vmb}

If actual effort is updated on an engagement project, then that value gets copied over to
actual resources on the engagement. The Actual resources and
Actual expenses both are copied over from the Actual effortand Actual cost fields.

## Resource plan rollup {#audit-engagement-project-integration__section_l1x_syc_vmb}

With Project Portfolio Management, you can add resource plans and cost plans to an
engagement. To learn how to create an engagement with advanced planning, see [Create an engagement with
advanced planning](https://servicenow-prod.fluidtopics.net/IlWSLIogBbrgsFiUKnL96A "Use the advanced planning capabilities to create an engagement that automatically creates an engagement project. After an engagement project is created, you can add resource plans and cost plans to the engagement. The values of these plans roll up to the engagement and to the audit plan.")

After you create a resource plan and it is in the Allocated state, all
the confirmed and allocated hours from the resource plan are summed up in the planned resources
on the engagement project. When a resource plan is created, you cannot manually enter the hours
in the Planned resources field on the engagement form as the values get
automatically rolled up. To manually enter hours in the Planned resources
field, you must delete the resource plan that you have created.

## Cost plan rollup {#audit-engagement-project-integration__section_etw_c1d_vmb}

If you create an independent cost plan that is not created as a result of a resource plan,
then you cannot manually enter values in the Planned expenses field on
the engagement form. You can still edit the Planned resources field.