--- 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 --- # Add, edit, or delete demand cost plans # Add, edit, or delete demand cost plans {#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 Create a cost plan for a required duration to track your planned and actual expenses. Edit cost plans to adjust your planned expenses and delete any descoped forecasts. ## Antes de Iniciar Role required: it_demand_manager ## Por Que e Quando Desempenhar Esta Tarefa The application automatically creates cost plan breakdown records when you save the cost plan. The cost plan breakdowns are records that specify the estimated and actual costs and the budget at a granular level for specific fiscal periods, such as FY16: M04 and FY16: M05. The demand cost plans are added to the parent program and portfolio. If you want to use multiple currencies, create a cost plan for another currency. If you're creating a cost plan for a demand with the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin activated and Demand Currency view enabled, the fields in the Financials section differ from the Default view. For more information about the fields that are available only in the Demand Currency view, see [Multicurrency in Next Experience for Demand Management reference](https://servicenow-prod.fluidtopics.net/CVMaHFXAd0jenvMW5emfBg "The multicurrency features in Next Experience for Demand Management enable you to manage and track demand financials in multiple currencies. This section provides field references and explains how cost and benefit plan updates recalculate values in demand currency."). Nota: For projects, the cost plan breakdowns specify the estimated cost and actual cost at a granular level for a fiscal period of the demand cost plan. These breakdowns are recalculated in the project currency. Similarly, the estimated breakdown amounts of the planned benefit and actual benefit of the demand benefit plans are recalculated in the project currency. The project currency amounts are then rolled up to the cost plan, benefit plan, and the project records. ## Procedimento 1. Open a demand from the home page of Next Experience for Demand Management. For more information, see [Access demands](https://servicenow-prod.fluidtopics.net/PRO2lxHmHqiAtXRk2iiirQ "Learn how to navigate to the Next Experience for Demand Management and open a demand from the All Demands page."). 2. Select Details from the L-2 (level 2) navigation menu. 3. Select Cost Plans. Nota: If the Cost Plans tab isn't visible, select More and then select Cost Plans. | Choice | Description | | To create a cost plan | 1. Select New. 2. On the Create New Cost Plan form, fill the fields.For a description of the field names, see [Create cost plan form](https://servicenow-prod.fluidtopics.net/RSwo0O8oDwU4bafiX9y~OQ "The cost plan form information is used to create a cost plan for a demand."). 3. Select Save. {#add-edit-delete-demand-cost-plans-ppw__ol_g2g_vyh_pyb} | | To edit a cost plan | Select the name of the cost plan, edit the required details and select Save. | | To view and manage cost plan breakdowns | 1. Select the name of the cost plan. 2. Select Cost Plan Breakdowns. 3. Select a fiscal period. * To edit a fiscal period record, edit the name and select Save. * To delete a fiscal record, select Delete from the More Actions option in the fiscal period record form. {#add-edit-delete-demand-cost-plans-ppw__ul_sx4_hds_33c} {#add-edit-delete-demand-cost-plans-ppw__ol_zgg_4cs_33c} | | To create cost plan breakdowns | 1. Select the name of the cost plan. 2. Select Cost Plan Breakdowns. 3. Select New. For more information about the fields, see [Create cost plan breakdown form](https://servicenow-prod.fluidtopics.net/KZbDIUoe5tdHAIUV4ffp9Q "The cost plan breakdown form information is used to create and edit a cost plan breakdown record for a cost plan of a demand."). 4. Select Save. {#add-edit-delete-demand-cost-plans-ppw__ol_ojc_sds_33c} | | To delete a cost plan | Delete a cost plan in one of the following ways: * Select a record from the Cost Plans tab and select Delete. * Select Delete from the More Actions option in the cost plan form. {#add-edit-delete-demand-cost-plans-ppw__ul_ksx_2qr_33c} Nota: Deleted cost plans and the associated expense lines can't be recovered. | |-|-| {#add-edit-delete-demand-cost-plans-ppw__choicetable_w3k_syh_pyb} Dica: [Create financial baselines](https://servicenow-prod.fluidtopics.net/KhDQaYpLXz_u8px64fwngw "Create a financial baseline of a demand, which captures benefit and financial metric information (snapshot of cost plan, benefit plan, and demand-level financial metrics) at a particular moment in time.") immediately after capturing the initial planned costs to have a snapshot of your planned costs. Use this baseline to compare it against the baselines from later dates, as the work progresses, to identify the variance between initial planned costs and actual expenses. This step helps you to plan for the future expenses and re-forecast the planned costs. Alternatively, you can create, edit, or delete cost plans and cost plan breakdowns using the Estimate financial cost playbook activity. For more information, see [Use Playbooks](https://servicenow-prod.fluidtopics.net/UjPV2dpm0QTfnY2xtpB~4w "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed."). {#add-edit-delete-demand-cost-plans-ppw__steps_n4p_jzr_33c} **Tarefas relacionadas** * [Use Playbooks](https://servicenow-prod.fluidtopics.net/UjPV2dpm0QTfnY2xtpB~4w "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.") **Referência relacionada** * [Demand default playbook stages and activities](https://servicenow-prod.fluidtopics.net/Q_yYHJAjnmvz2X2ym8d97w "The default demand playbook includes certain predefined stages and activities. These activities guide you through the demand life-cycle, from capturing the initial brief to completing the demand.") * [Create cost plan form](https://servicenow-prod.fluidtopics.net/RSwo0O8oDwU4bafiX9y~OQ "The cost plan form information is used to create a cost plan for a demand.") * [Create cost plan breakdown form](https://servicenow-prod.fluidtopics.net/KZbDIUoe5tdHAIUV4ffp9Q "The cost plan breakdown form information is used to create and edit a cost plan breakdown record for a cost plan of a demand.")