---
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


---

# Manage lean budgeting for demand

# Manage lean budgeting for demand {#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

Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.

## Antes de Iniciar

* Lean budgeting is enabled. For more information, see [Enable lean budgeting for demands](https://servicenow-prod.fluidtopics.net/f2yI8SYD9OFHs_L32sle2Q "Enable the Investment Budget option to allocate budgeting for demands at a fiscal period level.").
* Role required: sn_invst_pln.sn_spm_funding_userAny user role with this specific role attached can add or manage the investment budgets.

{#manage-lean-budgeting-for-demand-ppw__ul_qhq_x3p_2dc}

## 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 Investment Budget.  
   Nota:  
   If the Investment Budget tab isn't visible, select More and then select Investment Budget.
4. Add or edit an investment budget record:  
   * To add an investment budget record, select New.
   * To update the details of an investment budget record, select the record.
   {#manage-lean-budgeting-for-demand-ppw__ul_zms_4dr_33c}
5. On the Create New Investment Budget form, fill in the fields.  
   {#manage-lean-budgeting-for-demand-ppw__table_kwl_fkp_2dc__entry__2}

   | Field | Description |
   |-|-|
   | Amount | Investment budget amount. |
   | Fiscal period | Fiscal period to allocate the budget. |
   | Investment | Planning item to allocate this budget to. Nota: The current demand is selected by default. |
   | Expense type | Type of the expense. * Capex - Budget for capital expenses. * Opex - Budget for operational expenses. {#manage-lean-budgeting-for-demand-ppw__ul_nhq_rkp_2dc} |
   [Tabela 1. Investment Budget form details]

   {#manage-lean-budgeting-for-demand-ppw__table_kwl_fkp_2dc}
6. Select Save.  
   Nota:  
   To delete an investment budget record:
   * Select a demand budget record from the Investment Budget tab and select Delete.
   * Select Delete from the More Actions option in the investment budget record form.
   {#manage-lean-budgeting-for-demand-ppw__ul_ksx_2qr_33c}  
   After completing your work on the demand budget record, use the breadcrumb navigation to return to the Investment Budget tab.
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