---
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 segment definition - Legacy

# Create a segment definition - 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

Define segments to be used with cost and budget models.

## Antes de Iniciar

Role required: budget_admin or cost_transparency_admin

## Por Que e Quando Desempenhar Esta Tarefa

You can create more than one segment in the same transaction table with different
filter conditions. For example, create one segment for vendors in the core_company
table where the Vendor field is true,
and another segment for customers in the same table where the
Vendor field is false.

## Procedimento

1. Navigate to AllFinancial ModelingAdministrationSegments.  
   You can also create a new segment from the Segment Definition tab on the workbench.
2. Click New.
3. On the form, fill in the fields.  
   {#create-segment-definition__table_c5n_wbg_cx__entry__2}

   | Field | Description |
   |-|-|
   | Segment name | Descriptive name for the new segment. |
   | Transactional table | Database table for transaction data to associate with the segment. |
   | Primary field | Field in the transactional table to serve as the primary source of information for the segment. |
   | Used by Cost Allocation | Check box to make the segment available for financial modeling. |
   | Used by Budgeting | Check box to make the segment available for financial planning. |
   | Condition | Conditions that can be set to filter the records. |
   | Fiscal effective start | Fiscal start period to filter the records in allocation setup for that fiscal period. Used by Financial Modeling. |
   | Fiscal effective end | Fiscal end period to filter the records in allocation setup for that fiscal period. Used by Financial Modeling. |
   [Tabela 1. Segment Definition form]

   {#create-segment-definition__table_c5n_wbg_cx}
4. **Opcional:** Set a fiscal validity for the segment to include only valid records for allocation.  
   To view all the accounts in all fiscal periods, specify the fiscal effective start and end date as 'none'.
   1. Example 1: Consider 'server' as a segment.  
      To filter valid servers for allocation, set the fiscal start date as the install date and set the fiscal end date as the decommissioned date.
   2. Example 2: To view only active projects for a fiscal period, use active start and end dates in the projects table.
   {#create-segment-definition__substeps_ssk_jbn_2x}
5. Click Submit.