---
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- Repromote a budget plan

# Legacy- Repromote a budget plan {#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

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.

## Antes de Iniciar

* Role required: it_portfolio_manager
* To repromote a budget plan for a portfolio, the [budget
  period](https://servicenow-prod.fluidtopics.net/_aF_VC~47iFtO6iNIaOt3Q "The budget period controls the promotion of the budget plans. Budget plans created for a fiscal year can be promoted only if the budget period is open.") for the selected fiscal period must be open.  
  Nota:  
  The PPS admin can also open and close the budget period for a fiscal period by navigating to Project AdministrationOpen/Close Budget Periods.
{#repromote-budget-plan__ul_nx3_33z_zbb}

## Por Que e Quando Desempenhar Esta Tarefa

After [promoting](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.") the portfolio budget plan, as the portfolio manager, you can
decide to modify the budget based on the investment committee suggestions. You can
work with project and demand managers to modify the cost plans for the demand and
project to implement the suggested changes. The budget plan can then be repromoted
to reflect the changes in the budget plan.

## Procedimento

1. Navigate to portfolio workbench and open the portfolio that you want to track.
2. Click Re-promote Budget Plan under Step 3: Budgeting.
{#repromote-budget-plan__steps_wm3_x21_nsb}

## Resultado

The budget plan is repromoted as the updated budget for the selected fiscal year.

## O que Fazer Depois

* View the status of the budget plan below the budget plan name under Step 3: Budgeting in the portfolio workbench. To view the budget task for the budget plan in [financial 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."), click the Status link.Figura 1. Budget status
* After the budget plan is re-promoted and no more changes are expected, the budget period must be closed.
{#repromote-budget-plan__ul_c31_bnm_4bb}