---
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


---

# Allocate or modify the strategy and goal percentage for a project

# Allocate or modify the strategy and goal percentage for a project {#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 the percentage of a project's total cost, benefit, and budget to help
achieve the strategic objectives that the project fulfills. You can also view the breakdown
of the project's financial data based on the allocated percentage.

## Antes de Iniciar

You should have an existing [project](https://servicenow-prod.fluidtopics.net/GQfBUAt~7~k9CuAreml7_g "Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress.").  
Execute the following scheduled jobs:

* PPM Strategic Spend Tracking - Update projects and demands with strategy and goal allocations
* PPM Strategic Spend Tracking - Generate Strategy/Goal Allocation Breakdowns for Projects and Demands
{#associate-goal-strategy-prj__ul_bcl_nqk_hlb}

Role required: it_project_manager

## Procedimento

1. Navigate to ProjectProjectsAll.
2. Select the project to which you want to add or update allocation percentages.
3. In the Business Case tab, add or update the strategies and goals with which the project is associated.  
   For more information, see the Business Case field descriptions in the [Create a project](https://servicenow-prod.fluidtopics.net/GQfBUAt~7~k9CuAreml7_g "Initiate a project by changing the project state to Work in Progress. Define important aspects of your Agile, Waterfall, or Hybrid project such as the duration, estimated cost, and net value to your organization to efficiently track the project's progress.") documentation topic.
4. Click Save.  
   The selected strategies and goals appear in the Strategy Allocations and Goal Allocations related lists.
5. Update strategy and goal allocations.
   1. In the Strategy Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational strategy.
   2. In the Goal Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational goal.  
      Nota:  
      The sum of strategy or goal allocations for a project must not exceed 100%.
6. Click the Recalculate Strategy and Goal Allocation related link to update cost field values in the allocation tabs.
7. Click Update.
8. **Opcional:** In the Strategy or Goal Allocations related list, click the preview icon (![Preview record icon]()), and then click Open Record to view the breakdown of the strategy or goal allocation.
9. **Opcional:** View the trends for planned costs, actual costs, and benefits over time using the [Strategic Spend Tracking for PPM dashboard](https://servicenow-prod.fluidtopics.net/gpuuMYujUJQdZ_5VwZcIVA "The Strategic Spend Tracking for PPM dashboard provides comprehensive visualization to the business planners to help them understand how the planned costs, actual costs, and benefits for projects aligned to the organization's goals and strategies trend over time. It helps you to accurately understand the financial performance of your organization.").