---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

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    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Manage financials for demands

# Managing financials for demands {#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

Manage budget, cost plans as forecasts, actual expenses as expense lines, generate labor costs, and create financial baselines at a required cadence in Next Experience for Demand Management.

The following features help you to manage your financials.

* Manage cost plans for your demands. For more information, see [Add, edit, or delete demand cost plans](https://servicenow-prod.fluidtopics.net/yOTwwsy0Y8o53yh~VsP38w "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.").
* Add or edit expense lines for your demands to record any planned or unplanned expenses. For more information, see [Add or edit expense lines](https://servicenow-prod.fluidtopics.net/R31F2Jg0X407xYvPGhCOGQ "Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset. Expense lines are part of demand cost plans.").
* Generate labor costs for the fiscal period. For more information, see [Generate labor costs](https://servicenow-prod.fluidtopics.net/BzpGp4El7GsXjaHdIhaFSg "Generate labor costs to view the expenses of resources using resource assignments and cost plans.").
* Create baselines to capture the financial snapshot of your demands. For more information, see [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.").

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## Multicurrency {#managing-financials-for-demands-ppw__section_ng1_wxb_j3c}

The multicurrency feature enables you to manage the financials of your demands in two different currencies, Functional currency and Demand currency. Functional currency is typically defined by the admin based as the primary currency,
which is used for planning, budgeting, and tracking the financials of your planning items.

You can perform the following financial activities in Demand currency.

* Select the Demand currency.
* Track the planned and actual expenses.
* Allocate and manage the budget.
* View simple financials data.

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Using this feature, you can work on financial reporting at a global level and see the real-time currency conversions of your financial records.

Organizations operate at a global or multinational level, the work is planned and financed at one location and executed at a different location. Each might use a different currency from what was used in the planning phase.
Multicurrency makes it easy to manage and track your planning items using any currency.

You can monitor and track the financials in one currency, and capture the costs in a different currency. For more information, see [Multicurrency in Next Experience for Demand Management](https://servicenow-prod.fluidtopics.net/69ORWsZH1r7NwKTfsai2pg "Manage and track demand financials in your corporate currency, regional currency, or project currency using the multicurrency feature.").  
Nota:  
Once a cost plan, benefit plan or expense line or an investment budget gets created, you can't change the Demand currency. You can change the Demand currency as long as there are no financial records captured against the demand.

## Baselines {#managing-financials-for-demands-ppw__id_fd5_kzb_j3c}

Create a baseline to capture a snapshot of the financial changes for your demands. You can create on-demand baselines or at a cadence using a scheduler job. For more information, see [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.").

## Budget allocation {#managing-financials-for-demands-ppw__section_clk_5zb_j3c}

Portfolio managers can manage and approve the budget for demands. The approved budget helps demand managers to plan and meet the expenses to execute work. For more information, see [Allocate budget to a demand](https://servicenow-prod.fluidtopics.net/osvBd2nBXTMhHIo5weN1Ww "Set the capital expense (Capex) and operating expense (Opex) budgets in demand or functional currency according to the fiscal years. The sum of the Capex and Opex budgets is calculated as the total budget in demand currency.").

## Benefit plans {#managing-financials-for-demands-ppw__section_k3m_3dx_12c}

Monetary benefit plans capture potential benefits accrued while executing a demand. Non-monetary benefit plans capture the potential non-financial benefits accrued while executing a demand. You can create and manage monetary and
non-monetary benefit plans and to capture the potential benefits of your planning items. For more information, see [Create and manage benefit plans](https://servicenow-prod.fluidtopics.net/T2kNu0I_YP8RVZc0XGmYBw "Create a monetary or non-monetary benefit plan to specify the estimated monetary or non-monetary benefit in a category for a fiscal period. Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed.").