---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Cost plan form

# Cost plan form {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Use the cost plan form to capture the costs of demands.
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| Field | Description |
|-|-|
| Name | Descriptive name for the cost plan. |
| Project/Demand | Demand number to which the cost plan belongs. |
| Start fiscal period | Starting fiscal period. When you change the start fiscal period, the associated cost breakdown values also change. |
| End fiscal period | Ending fiscal period. When you change the end fiscal period, the associated cost breakdown values also change. |
| Group | This field is a read-only field. |
[Tabela 1. Cost plan form]

{#demand-plan-form__table_mb3_rfw_1r} {#demand-plan-form__table_f5j_sl3_fdc__entry__2}

| Field | Description |
|-|-|
| Entered currency | Currency for the cost plan. If the selected currency is different from the default currency configured in the Financial Management application, the [budget reference rate](https://servicenow-prod.fluidtopics.net/x_GAs1ZbVCNGJOYPoTY~JQ "The support for use of multiple currencies provides conversions for budget items in different currencies.") is used to calculate the cost of the demand. |
| Unit cost | Cost of single unit of the resource. |
| Quantity | Quantity of resource required. |
| Recurring | Indicates if the cost is recurring for each fiscal period. Quantity x Unit cost value is incurred for every fiscal period. |
| Cost type | Cost type of the plan. See [Create a cost type definition](https://servicenow-prod.fluidtopics.net/IFthHznC~1nEgj3CUBFKEQ "Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials."). |
| Investment | Name of the investment created for the project. 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 to associated with the project investment for funding. 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 | Funding entity value from which you request fund. The field is available when you select a value in the Source type field. 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. |
| Total planned cost | Total planned costs of the cost plan. If the cost is recurring, the calculation is Quantity x Unit cost x number of fiscal periods. If the cost is non-recurring, the calculation is Quantity x Unit cost. This value is rolled up from cost breakdown. |
| Functional currency | The default currency configured in the Financial Management application and used for managing the demand or project. |
| Cost in functional currency | The 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. |
| Total actual cost | Total actual costs of the cost plan. This value is rolled up from cost breakdown. |
[Tabela 2. Financials section of the Cost plan form]

{#demand-plan-form__table_f5j_sl3_fdc}