---
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- Use the planning workbench to initiate a budget plan

# Legacy- Use the planning workbench to initiate a budget plan {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

After you configure the budget process definition, you can initiate a budget. Open
the budget period. Use the financial planning workbench, and select the fiscal period and
the budget plan definition, and generate a budget task.

## Antes de Iniciar

Role required: itfm_plan_analyst

An IT finance analyst generates a task for each
planner. The planner can view the tasks that the planner owns by navigating to Financial PlanningMy Tasks.

## Procedimento

1. Navigate to Financial PlanningWorkbench.
2. Select the budget period for which you are planning from the choice list on the top-right of the workbench.  
   You can also [create a 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.") and open it to make it available for budgeting.
3. Select the budget plan definition from the choice list.
4. Click Generate Task.  
   If the plan does not exist, and a plan task for the selected fiscal period,
   then clicking the Generate Task button creates a plan
   for each plan key. The plan key associated with the planner is considered
   only while generating the plan. The generated budget task is in
   Draft state.
5. Open a budget task record from the budget list to review and update if required.  
   As an IT finance analyst you can add a note to the planner in the Work notes field.
6. Click Update to save your changes.
7. Click Publish to publish the tasks.  
   Set a Start date and an End date as a deadline for the plan in the Publish Planning Tasks pop-up that opens up.
8. Click Create.
9. Click the Plan view.  
   To hide columns in the view, click the Configuration
   ![Configuration plan view icon]() icon.
   Item columns are rendered from the Budget Definition \[itfm_plan_definition\] table. Hiding or displaying an item column does not update the table. Grouped columns cannot be hidden.
10. Click the VTB View.
11. View the budget tasks by its state.  
    If the planner had promoted the plan, then the plan is in Pending Approval column. If required, you can review the plan and make a recommendation.
12. To make a recommendation to the budget, click the task in the Pending Approval column.
13. Add a comment in the Add description field.
14. Close the budget task pop-up.
15. Drag the plan to the Awaiting Input column.  
    After the planner updates and promotes the plan, then the state of the task becomes Pending Approval.
16. If the planner updates the plan with your recommendation and if the budgeted amount meets the target, then move the plan to the Approved column.  
    The budget plan is approved.

## O que Fazer Depois

As a planner you can update and promote your plans to finance.