---
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 Data Definition stage - Legacy

# The Data Definition 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 Data Definition stage provides you with settings to set up the application, before
you start to allocate expenses.  
These sections are presented:

* Working Set: Select the fiscal period that you want to work with. Fiscal periods are automatically created based on the financial data that you import. As you progress through the workbench, only the expenses that were incurred during the fiscal period that you select here are available to you. You can also select a cost model you want to work with and clone one from the selected cost model.
  * Use the clone this cost model (![Clone this model icon]()) icon to clone a cost model from an existing one.
  * Use the download (![Download cost model icon]()) icon to download the cost model for the purpose of uploading it to, or deploying it in another instance to do cost modeling in a different pre-production environment. You can later move the cost model to other production environments.
  * When you open the workbench and if the fiscal period is not displayed with current one or when you switch between different cost models and the fiscal period is not refreshed, then click the refresh fiscal periods for cost models (![Refresh fiscal period icon]()) icon to display the current fiscal period.
  {#c_TheDataDefinitionStage__ul_nsz_fmc_4gb}
* Hierarchy of Segments: View the segments in the hierarchy of segments and their positions in the hierarchy for the cost model you are dealing with.
* Expense Summary: See whether or not there are records in the staged and groomed general ledger tables, and if there are allocation lines.
{#c_TheDataDefinitionStage__ul_gr2_qxz_xq}  
Figura 1. The data definition on the workbench
* **[Choose a working set - Legacy](https://servicenow-prod.fluidtopics.net/AuDXhJSihM81o6bRTRaKUg)**   
  A working set refers to the set of expenses that you want to use in the workbench as you pass through all the stages.
* **[Clone a cost model in the workbench - Legacy](https://servicenow-prod.fluidtopics.net/YznbRM49SzWovCaCu7GAlQ)**   
  Use the preconfigured cost models or clone one from the base cost models for your financial model activities. By cloning you can map your financial data source to the cost model as per your business requirements without affecting the original cost model.
* **[Expense summary - Legacy](https://servicenow-prod.fluidtopics.net/Mox2KBKLkVFLBZQBNDhaPg)**   
  The Data Definition stage of the workbench shows a summary of the expenses in the application. Icons for each type of expense and for each fiscal period shows you the state of allocation records.

**Conceitos relacionados**   

* [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.")
* [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.")