---
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


---

# Related lists added for financials

# Related lists added for financials {#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

PPM Standard adds several related lists to both the Project and Portfolio
forms.

## Portfolio related lists

Figura 1. Portfolio related lists for financials  
This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.{#r_RelatedListsInstalledWithPPSF__table_ebc_nr2_qbb__entry__2}{#r_RelatedListsInstalledWithPPSF__portfolioTargetDesc}

| Portfolio form related lists | Description |
|-|-|
| Cost Plans | Lists the cost plans of projects and demands that are part of the portfolio. |
| Monetary Benefit Plans | Lists the financial benefit plans of projects and demands that are part of the portfolio. |
| Portfolio Target | Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values [in the Set Target stage](https://servicenow-prod.fluidtopics.net/EzZOPpvGJ1XRnkg1v9uHdA "The first step in both Simple and Advanced planning for a portfolio is to select the fiscal period for the data that you want to work with. Next, set the target amounts for both operating and capital expenses.") of the portfolio workbench. You can create targets for different financial periods. |
| Planning \& Budgeting | Planning \& Budgeting of the project. For more information, see [Project form](https://servicenow-prod.fluidtopics.net/HLlH42mJTpHme6FYkmBF1Q "Learn about the fields of project form. Use this form to create a project."). |
[ ]

{#r_RelatedListsInstalledWithPPSF__table_ebc_nr2_qbb}

## Project related lists for financials

This table explains the related lists for financials in a project record.
{#r_RelatedListsInstalledWithPPSF__table_tnq_fsk_kv__entry__2}

| Project form related lists | Description |
|-|-|
| Cost Plans | Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line. |
| Monetary Benefit Plans | Potential financial benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed. |
| Project Budget | Budget of the project. For more information, see [Project form](https://servicenow-prod.fluidtopics.net/HLlH42mJTpHme6FYkmBF1Q "Learn about the fields of project form. Use this form to create a project."). |
| Expense Lines | Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI. |
[ ]

{#r_RelatedListsInstalledWithPPSF__table_tnq_fsk_kv}