---
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


---

# Create financial baselines

# Create financial baselines {#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

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.

## Antes de Iniciar

Role required: it_demand_manager

## Por Que e Quando Desempenhar Esta Tarefa

You can create as many financial baselines as necessary and review the financials changes that have been made to the demand since the previous baseline. Any financial baseline doesn't capture the actual cost component of the
demand.

## 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. To create a financial baseline of a demand, use either of the options.

   | Option | Steps |
   | From the Details page | Select Create Baseline from the More Actions option. |
   | From a related list | 1. Select Demand Baselines. 2. Select New. {#create-financial-baselines-ppw__ol_ajf_dfn_1cb} |
   |-|-|

   {#create-financial-baselines-ppw__choicetable_zvg_42n_1cb}
4. On the Create New Demand Baseline form, fill in the fields.  
   {#create-financial-baselines-ppw__table_z3j_l11_h3c__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the demand baseline. |
   | Demand | Demand to which the baseline belongs. |
   | Description | Description of the demand baseline. |
   [Tabela 1. Demand form]

   {#create-financial-baselines-ppw__table_z3j_l11_h3c}
5. Select Save.  
   Nota:  
   To delete a demand baseline, select the record and select Delete from the More Actions option.  
   After completing your work on the demand baseline, use the breadcrumb navigation to return to the Demand Baselines tab.
{#create-financial-baselines-ppw__steps_prh_r5z_33c}