---
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


---

# The Configuration tab - Legacy

# The Configuration tab - Legacy {#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

The Configuration tab provides you with additional settings.  
These sections are presented:

* General Settings: View the system currency in use for the application and control the level of detail on the allocation lines that the application creates.
* Main Report Configuration: Configure settings for the main Financial Management report that appears on the CIO Dashboard .
* Advanced Actions: Revert allocations for expenses or delete allocation lines.
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* **[Configure general settings - Legacy](https://servicenow-prod.fluidtopics.net/AHJbpzaLseePdsqfERQetg)**   
  Configure the level of detail for allocation lines on the Configuration tab of the workbench.
* **[Configure main report settings - Legacy](https://servicenow-prod.fluidtopics.net/Zp0Oy_8kAmh2aMyMxcsj~A)**   
  Configure settings for your main financial report, including which cost models and fiscal periods are represented.
* **[Delete allocation lines - Legacy](https://servicenow-prod.fluidtopics.net/0Rt8knCDe5ru1gNdnWbgTw)**   
  On the Configuration tab of the workbench, you can delete the allocation lines for any fiscal period if you no longer need this data, or if you need to make changes to segments or fiscal periods that are already associated with allocation lines.

**Conceitos relacionados**   

* [The Data Definition stage - Legacy](https://servicenow-prod.fluidtopics.net/7VAr4A7XqLdR2AzOs2mAHw "The Data Definition stage provides you with settings to set up the application, before you start to allocate expenses.")
* [The Data Cleansing stage - Legacy](https://servicenow-prod.fluidtopics.net/B~_x6oGY0GrDKHUe4~p46w "The Data Cleansing stage allows you to clean up the expenses that you imported into the application.")
* [The Bucketing stage - Legacy](https://servicenow-prod.fluidtopics.net/vHTnxshWHWfGZWuNL_ju5A "The Bucketing stage allows you to assign expenses to groups called buckets.")
* [Allocation Setup stage - Legacy](https://servicenow-prod.fluidtopics.net/71GQ9Xm5GwRI927ozYyRbw "The Allocate Setup stage enables you to assign expenses to accounts and segments.")
* [The Allocation Review stage - Legacy](https://servicenow-prod.fluidtopics.net/4PmtPuf8_be_ASLBQcR5ng "The Allocation Review stage allows you to review the allocation setup before you process the allocations.")
* [The Cost Models tab - Legacy](https://servicenow-prod.fluidtopics.net/2ci0bvQV5PJkLVvJhXXrLw "The Cost Models tab enables you to view all the existing cost models, clone a cost model from the existing cost models, and delete cost models that you do not need.")  
**Referência relacionada**   

* [Missing money logs factoring tips - Legacy](https://servicenow-prod.fluidtopics.net/D6JAMP0pBcu4Ni0KVJhU~g "The error type and the possible causes and resolution tips help you to troubleshoot the errors easily.")