---
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


---

# Configure general settings - Legacy

# Configure general settings - 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

Configure the level of detail for allocation lines on the
Configuration tab of the workbench.

## Antes de Iniciar

Role required: cost_transparency_admin or cost_transparency_analyst

## Por Que e Quando Desempenhar Esta Tarefa

You can vary the level of detail that is available on allocation data. The
application can keep track of Sys_IDs of segment values in the allocation line
tables, which allows you to dot-walk on allocation reports. This might have a
performance impact on your application, depending on the number of allocation lines
you generate.

## Procedimento

1. On the workbench, click the Configuration tab.  
   The currency code for the base system currency is shown in the
   General Settings pane.  
   Nota:  
   Until Kingston release, you can use
   com.glide.financial_management.currency_code
   property to get the currency code. The property was removed in London release. If you are an upgraded customer in London, you can still use this property. Currently,
   glide.system.locale is the functional
   currency.

   To get the currency code, use the new scriptable
   SNC.FMCurrency().getGlobalCurrencyCode() API
   irrespective of you being an upgraded or a new customer.
2. Enable the Basic Allocation Setup to open the allocation setup UI in a lighter mode.  
   Nota:  
   If you are a non-analyst licensed customer, the option is enabled automatically if the number of accounts in a segment or the total number of accounts in the cost model exceeds the threshold values 4000 and 12000 respectively.
3. Enable Missing Money Analysis to enable the log in the Allocation Setup page of the Workbench.  
   Missing money analysis is an extended and improved version of the allocation
   log functionality that was available before the Madrid
   release.
4. Display Records per segment is a configuration setup that helps you to choose the number of accounts such as 5, 10, 15, 25, or 50 of a segment for display in the Allocation Setup page of the workbench, Allocation Setup page of lighter workbench, and the Cost Lines Analysis page. {#t_ConfigureGeneralSettings__step_itfm_configset}
{#t_ConfigureGeneralSettings__step_itfm_configset}
**Tarefas relacionadas**   

* [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.")