---
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


---

# Define the budget attribute

# Configure budget attribute at instance-level to allocate budget {#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

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.

## Antes de Iniciar

* Enable the budget allocation property to work on budgeting for planning items. For more information, see [Enable financial budget allocation for planning items in Portfolio Planning](https://servicenow-prod.fluidtopics.net/3NUbJWvK8YQc_TR8GYYxSw "Enable allocation property after migrating to Next Experience to work on budget allocation for your planning items using Portfolio Planning.").
* Role required: admin

{#config-budget-allocation-attribute-ppw__ul_dkf_wsh_dcc}  
Importante:  
Existing customers cannot change the budget attribute to cost_type.

## Procedimento

1. Navigate to AllSystem PropertiesProperties.
2. Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
3. Update the Value field to one of the following.
   * cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
   * expense_type - view financials by expense types such as Capex and Opex.
   {#config-budget-allocation-attribute-ppw__choices_px2_3th_dcc}
4. Select Update.

