---
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


---

# Set target budget for a fiscal year

# Set target budget for a fiscal year {#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

When planning for a portfolio or all portfolios, start by selecting the fiscal period
for the demands and projects that you want to work with. You then set the target amounts for
both operating and capital expenses of portfolios when Scenario Planning is not integrated
with Investment Funding.

## Antes de Iniciar

Role required: it_portfolio_manager or it_pps_admin

## Por Que e Quando Desempenhar Esta Tarefa

Internal groups typically provide the target amount for a fiscal year. The target for the planned fiscal year can be 110% of the amount spent in the last year based on actual expenditure. The target is the starting point for planning projects for the next fiscal year.  
Nota:  
The PPS admin can set the portfolio target by navigating to Project AdministrationEnter Portfolio Target.

If Scenario Planning is integrated with Investment Funding,
the target amount is retrieved from the top investment fund allocated for a single
portfolio or all portfolios.

For information on how to configure the
investment funding settings for a single portfolio or all portfolios, see [Configure the scenario planning type and scope](https://servicenow-prod.fluidtopics.net/dW8aUJETe~Q1xIpdAcFfzQ "Configure the scenario planning type and select the scope of portfolios to determine the way you want to plan and work on your portfolios. You can also specify using Investment Funding for funding demands and projects in your portfolios.").

For information on creating a
top level investment and allocating funds, see the [Create a top-level
investment](https://servicenow-prod.fluidtopics.net/XBpbPzLDuUBW~9BYZBdfLQ "Create a top-level investment for the investment entity record for which you want to receive and allocate funds.") topic.

## Procedimento

1. Navigate to Portfolio Planning Workbench from either of two starting points.

   | Location | Steps |
   | From application navigator | 1. Navigate to ProjectPortfoliosPortfolio Planning Workbench. 2. From the Portfolio choice list, select the portfolio that you want to perform the planning for. {#select-fiscal-period-set-target__ol_xb5_pgh_jlb} |
   | From the portfolio list | 1. Navigate to ProjectPortfoliosAll. 2. Open the portfolio that you want to perform the planning for. 3. In the Portfolio form, click the Portfolio Planning related link. {#select-fiscal-period-set-target__ol_ec5_sfh_jlb} |
   |-|-|

   {#select-fiscal-period-set-target__choicetable_xfs_1fh_jlb}
2. In the Portfolio Planning Workbench Fiscal Year choice list, select the year that you want to perform the planning for.  
   You can perform financial planning for only one fiscal period at a time.
3. Set or update the target budget amount.
   * If you are planning for the selected fiscal year for the first time, click Set Target.
   * If you have already set the target budget amount for the selected fiscal year and you want to change the amount, click Edit Target.
   {#select-fiscal-period-set-target__choices_pkv_5vr_mlb}
4. In the Set Target dialog box, enter the amounts for Capex Target and Opex Target.
5. Click Save.

## Resultado

The portfolio capital and operational expense target for different fiscal years are updated in the Portfolio Target related list on the portfolio record.

## O que Fazer Depois

Start creating scenarios for portfolio planning. For more information, see [Create planning scenarios](https://servicenow-prod.fluidtopics.net/LQLUgA01lw3Cig4KIC2cjg "Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year.").