--- 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 --- # Legacy- Plan the portfolio # Legacy- Plan the portfolio {#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 As a portfolio manager, you can perform financial planning for a portfolio for a fiscal year using the portfolio workbench. Portfolio planning can be completed using either simple or advanced mode. The content in this topic is applicable for customers upgrading from a previous release to Australia. If you are a new customer, see [Scenario Planning for PPM](https://servicenow-prod.fluidtopics.net/4B3tlOLUS2ZxYgtvv1chtA "The Scenario Planning for PPM application provides a central location for portfolio managers to create and track the roadmap for project execution for a given fiscal year. Optimize your budget and resource usage by creating and comparing different scenarios for your project and demand roadmap or resources."). On the Portfolio form, you can set the [Portfolio Planning](https://servicenow-prod.fluidtopics.net/dMGa_cDlo9uQliqpS54J~g "Create a portfolio to manage related programs, projects, and demands.") field to Advanced or Simple. Depending on your selection, the [portfolio workbench](https://servicenow-prod.fluidtopics.net/y_FQha09z8mXRPmOAxCtOQ "The portfolio workbench provides a central location for viewing a list of associated demands and projects, planning a portfolio, and tracking its progress. Portfolio workbench is deprecated in the Paris release. Portfolio workbench is still available on instances upgraded from a previous release but is not available for new instances.") is populated with the planning steps. The following illustration provides a high-level overview of the planning process in advanced and simple planning modes. Figura 1. Planning for portfolio ## Portfolio planning in simple mode If the portfolio is in simple planning mode, you can perform simple financial planning for the projects and demands in the portfolio. Follow these steps: 1. [Select the fiscal period and set targets](https://servicenow-prod.fluidtopics.net/EzZOPpvGJ1XRnkg1v9uHdA "The first step in both Simple and Advanced planning for a portfolio is to select the fiscal period for the data that you want to work with. Next, set the target amounts for both operating and capital expenses."). 2. [Select projects and demands](https://servicenow-prod.fluidtopics.net/G6HWuPdqgLNDKGyFxXYpjA "After you select the fiscal period and set budget targets, select the demands and projects to include in budget planning. You can view all the demands and projects lined up for the selected fiscal year with their planned cost and priorities to finalize them for execution."). {#c_FinancialPlanningForPortfolio__ol_jql_rkm_qv}After you are finished with planning, [track](https://servicenow-prod.fluidtopics.net/3pKwWcBWydQTrgtI~zZdwA "After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio.") the portfolio performance, compare the planned budgets against the actuals, and review risks and issues. ## Portfolio planning in advanced mode If the portfolio is in advanced planning mode, follow these steps: 1. [Select the fiscal year and set targets](https://servicenow-prod.fluidtopics.net/EzZOPpvGJ1XRnkg1v9uHdA "The first step in both Simple and Advanced planning for a portfolio is to select the fiscal period for the data that you want to work with. Next, set the target amounts for both operating and capital expenses."). 2. [Select projects and demands](https://servicenow-prod.fluidtopics.net/G6HWuPdqgLNDKGyFxXYpjA "After you select the fiscal period and set budget targets, select the demands and projects to include in budget planning. You can view all the demands and projects lined up for the selected fiscal year with their planned cost and priorities to finalize them for execution."). 3. [Create a budget plan](https://servicenow-prod.fluidtopics.net/RtgHMBkQAPl~1i2ogEOnsw "As part of the PPM Standard (Project Portfolio Management) integration, you can create and promote a budget plan for a portfolio."). 4. [Re-promote a budget plan](https://servicenow-prod.fluidtopics.net/5LFWpIN4DnlPsX2cEn9Qqw "Repromote the budget plan to reflect the modifications in the portfolio budget that resulted because of a change in demand or project selection planned cost."), if required. 5. [Create a forecast plan](https://servicenow-prod.fluidtopics.net/6RO_e5MXjAkLgGoETFJ3Bg "As a portfolio manager, you can re-estimate (forecast) the portfolio budget for future periods based on the actual cost and changed project requirements."). {#c_FinancialPlanningForPortfolio__ol_lcg_jkm_qv} An example portfolio planning flow in advanced mode is shown:Figura 2. Advanced portfolio planning example After you are finished with planning, [track](https://servicenow-prod.fluidtopics.net/3pKwWcBWydQTrgtI~zZdwA "After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio.") the portfolio performance, compare the planned budgets against the actuals, and review risks and issues. ## Scenario Planning for PPM {#c_FinancialPlanningForPortfolio__section_knx_dlx_jlb} Install the [Scenario Planning for PPM application](https://servicenow-prod.fluidtopics.net/e8PMjY4OSXozXjeOSICDgw "Install the Scenario Planning for PPM application from ServiceNow Store applications. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.") from ServiceNow Store to help the portfolio managers do a scenario-based portfolio planning with different combinations of demands and projects. You can Compare multiple scenarios in a portfolio and fund only those demands and projects that add financial value to the organization. * **[Legacy- Planning view in portfolio workbench](https://servicenow-prod.fluidtopics.net/E5AYkaey_sHFp0h~qQYxjQ)** View all the demands and projects scheduled for the selected fiscal year with their planned cost, resource requirements, and priorities to finalize them for execution. * **[Legacy- Select the fiscal year and set targets](https://servicenow-prod.fluidtopics.net/EzZOPpvGJ1XRnkg1v9uHdA)** The first step in both Simple and Advanced planning for a portfolio is to select the fiscal period for the data that you want to work with. Next, set the target amounts for both operating and capital expenses. * **[Legacy- Select demands and projects for portfolio planning](https://servicenow-prod.fluidtopics.net/G6HWuPdqgLNDKGyFxXYpjA)** After you select the fiscal period and set budget targets, select the demands and projects to include in budget planning. You can view all the demands and projects lined up for the selected fiscal year with their planned cost and priorities to finalize them for execution. * **[Legacy- Review external dependencies between projects](https://servicenow-prod.fluidtopics.net/TkKVIdL470cZ2Z6zgbmvlA)** Review the external dependencies between projects in a portfolio to track projects that are dependant on each other more closely. * **[Legacy- Create and promote a budget plan](https://servicenow-prod.fluidtopics.net/RtgHMBkQAPl~1i2ogEOnsw)** As part of the PPM Standard (Project Portfolio Management) integration, you can create and promote a budget plan for a portfolio. * **[Legacy- Financial planning workbench](https://servicenow-prod.fluidtopics.net/SFS8mmRLJD3Zi8afvgFOCA)** The financial planning workbench is a central location to manage budget tasks, review, and approve the promoted plans. Financial planning workbench is deprecated in the Paris release. Financial planning workbench is still available on instances upgraded from a previous release but is not available for new instances. * **[Legacy- Repromote a budget plan](https://servicenow-prod.fluidtopics.net/5LFWpIN4DnlPsX2cEn9Qqw)** Repromote the budget plan to reflect the modifications in the portfolio budget that resulted because of a change in demand or project selection planned cost. * **[Legacy- View promoted portfolio budget plans in the planning workbench](https://servicenow-prod.fluidtopics.net/HCnvecbtSIH8SOMuoHXr2A)** Use the financial planning workbench to view the portfolio budget plan promoted by portfolio manager, which is initiated in Project Portfolio Management and converted as a budget plan in Financial Management. **Conceitos relacionados** * [Legacy- Forecast the budget for portfolio](https://servicenow-prod.fluidtopics.net/LqUQNQZTP2AzOqXCmUUuPQ "As a project or portfolio manager, you can forecast the future costs of projects and portfolios based on the actual cost and changed project requirements. Budget forecast is deprecated in the Paris release. Budget forecast is still available on instances upgraded from a previous release but is not available for new instances.") * [Actual project costs](https://servicenow-prod.fluidtopics.net/e0vjFVEDuecVhNNa28bHkw "Actual project costs come after you create expense lines for cost plans or after human resources use time cards to create expense lines.") **Tarefas relacionadas** * [Access the legacy Portfolio workbench](https://servicenow-prod.fluidtopics.net/cS6QOCTWV2rDGjhS71if1Q "When you access the portfolio workbench, the dashboard displays a list of all the portfolios.") * [Legacy- Track the portfolio](https://servicenow-prod.fluidtopics.net/3pKwWcBWydQTrgtI~zZdwA "After you complete financial planning, you can start tracking the progress of the portfolio. The portfolio tracking view displays only the selected demands and projects in the portfolio.")