---
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


---

# Configure portfolio financials in Portfolio Planning

# Configure portfolio financials in Portfolio Planning {#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

Configuration details for properties and scheduled jobs to view and manage portfolio financials in Portfolio Planning

## Antes de Iniciar

Role required: admin

## Procedimento

1. Enable integration for an internal planning item type.  
   For more information, see [Enable integration for internal planning item](https://servicenow-prod.fluidtopics.net/eUj00yxCKJzkLMb3ElIqVg "Enable the integration for an internal planning item type to view portfolio financials.").
2. Activate the investment entities for Demands and Projects.  
   For more information, see [Activate investment entities for planning items](https://servicenow-prod.fluidtopics.net/lGLsd2jt~NKFtlRDdnU69g "Activate the investment entitied for Demands, Projects, and Epics to view portfolio financials.").
3. Enable the roll up system property to true to view financials.  
   For more information, see [Activate rollup property for projects to view portfolio financials](https://servicenow-prod.fluidtopics.net/DJ7BA82EvBW2m6C9_9HRUA "Activate project cost rollup property to view the rolled up costs of top projects in portfolio financials.").
4. Activate the data generation scheduled job to view portfolio financials.  
   For more information, see [Activate a scheduled job to generate data to view portfolio financials](https://servicenow-prod.fluidtopics.net/Z8VKEd5EHiV3UMEwdGGCyg "Activate and define Data generation for financials in SPW/PPW scheduled job to migrate budget from old data model to new data model and view portfolio financials.").