---
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


---

# Create a demand cost plan

# Create a demand cost plan {#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

Demand cost plans capture the costs of demands. Create a cost plan to specify the
unit cost of a cost type for a fiscal period.

## Antes de Iniciar

Role required: it_demand_manager

## Por Que e Quando Desempenhar Esta Tarefa

The application automatically creates cost plan breakdown records when you save the cost plan. The cost plan breakdowns are records that specify the estimated and actual costs and the budget at a granular
level for specific fiscal periods, such as FY16: M04 and FY16: M05. The demand cost plans are added to the parent program and portfolio.{#t_CreateADemandCostPlan__costBreakdownDesc}

The cost plan breakdowns that specify the estimated cost and actual cost at a granular level for a fiscal period of the demand cost plan are recalculated in the project currency. Similarly, the estimated breakdown amounts of the
planned benefit and actual benefit of the demand benefit plans are recalculated in the project currency. The project currency amounts are then rolled up to the cost plan, benefit plan, and the project records.

If you want to use multiple currencies, create a cost plan for another currency.

If you're creating benefit plan for a demand with the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin activated and Demand Currency view enabled, the fields in the Financials section differ
from the Default view. For more information about the fields that are available only in the Demand Currency view, see [Multicurrency fields in demand-related forms](https://servicenow-prod.fluidtopics.net/Pd0axRV004dz~BZT4vrikA "When you enable the Demand Currency view in a Demand, Cost Plan, and Cost Plan Breakdown forms, you can observe the multicurrency fields in the Financials section of the forms.").

## Procedimento

1. Navigate to AllDemandDemandsAll and open the required demand form.
2. In the related links, select Cost Plans.
3. To view the Financials Summary page in a grid, select Manage.
4. Add or edit a cost plan from the Cost Plans related list:  
   * To add a cost plan, select New.
   * To update the details of an existing cost plan, select the record and then select Manage.
   {#t_CreateADemandCostPlan__ul_h4d_yb3_mhc}
5. In the cost plan form, fill in the fields.  
   For a description of the field names, see [Cost plan form](https://servicenow-prod.fluidtopics.net/z2JJZYc9~W4kZTFloTneQg "Use the cost plan form to capture the costs of demands.").  
   Nota:  
   When you [change the planned start date of a demand](https://servicenow-prod.fluidtopics.net/Rbg~cd7PwuBm4CIepZuj0Q "Balance the cost and resources by changing the start date of a demand or a project and shifting it to a different fiscal period."), the associated cost plans and resource assignments also change. The [project property](https://servicenow-prod.fluidtopics.net/5g2jgCRf8cbHrKVowB0QMA#r_InstalledWithProjectManagement__project_application_properties) Change Resource Plan and Cost Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date change.
6. Select Submit.

## O que Fazer Depois

* On the Demand form, view the breakdowns by fiscal period in the Cost Breakdown related list.
* To recalculate the value in the Forecast field, use the Calculate Forecast Amount related link.
{#t_CreateADemandCostPlan__ul_wf3_llg_mbb}