---
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 Bucketing stage - Legacy

# The Bucketing stage - 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 Bucketing stage allows you to assign expenses to groups called buckets.

A bucket can be any type of category that helps you organize expenses. Do not confuse buckets
with segments. Buckets are customizable groups in which to put expenses before allocation.
Segments, which are defined in the hierarchy, are parts of your organization to which you can
allocate expenses.

On the Bucketing page, the expenses that you cleansed appear on the left pane, grouped by
account number. The buckets into which you can group expenses appear in the middle pane. The
summary section on the right pane provides a breakdown of how the expenses are assigned to
buckets. If you do not see the correct data in the Accounts column, open the cleansed general
ledger and verify that the records are correct.  
In the Bucketing stage, you can:

* Create and modify buckets
* Create the filter conditions
* [Create groomed lines for cost models with no data source](https://servicenow-prod.fluidtopics.net/9IlovUmFQXi_h3NXJR1X3A "If there is no data source for the cost model that you have selected in the Data definition stage of the Financial Management workbench, there is no cleansing process either.")
* Put the expenses from each account into the correct bucket
* Review bucket assignments and run the bucketing engine
{#c_TheDataBucketingStage__ul_gr2_qxz_xq}  
Figura 1. Bucketing on the workbench
* **[View account details - Legacy](https://servicenow-prod.fluidtopics.net/4_gGQEimee5Ijd8r0mU~Dg)**   
  The bucketing page shows all the cleansed data grouped by accounts on the left pane, and the existing buckets on the main pane. The buckets are presented with sub-buckets grouped within parent buckets.
* **[Create and modify buckets - Legacy](https://servicenow-prod.fluidtopics.net/Mal1PtpaC_XiR3YPIR7WPQ)**   
  You can create a bucket in the Bucketing stage of the workbench if you did not already do so with the standard Bucket form.
* **[Create bucket filter conditions - Legacy](https://servicenow-prod.fluidtopics.net/UQXDX9lJQmbeBvAz8hwVBA)**   
  You can also create a condition to filter the data that goes into the bucket. These bucket filter conditions are also called grooming conditions, and they are the Advanced query conditions type.
* **[Create groomed lines for cost models with no data source - Legacy](https://servicenow-prod.fluidtopics.net/9IlovUmFQXi_h3NXJR1X3A)**   
  If there is no data source for the cost model that you have selected in the Data definition stage of the Financial Management workbench, there is no cleansing process either.
* **[Put expenses into buckets - Legacy](https://servicenow-prod.fluidtopics.net/yriBCAYsupxR62iKp4Y9~A)**   
  After you set up the buckets, simply drag and drop expenses into buckets.
* **[Review bucket assignments and run bucketing - Legacy](https://servicenow-prod.fluidtopics.net/eaGK0uYC7_PBjMytlegcGA)**   
  After the data is in buckets, you can see the total amounts for each bucket and the individual general ledger expense records for each bucket.

**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.")
* [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.")
* [The Configuration tab - Legacy](https://servicenow-prod.fluidtopics.net/fmlofcXj62HfPflx4XuaPQ "The Configuration tab provides you with additional settings.")  
**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.")