---
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


---

# Project and portfolio funding

# Project and portfolio funding {#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

Specify the amount of money that projects and portfolios are allowed to
have.

You can fund projects and portfolios when you activate PPM Standard with Financials.  
The funding process follows these steps:

1. Identify the costs for time, such as a financial year, by creating cost plans at the project or demand level. These costs roll up to the portfolio Cost Plans related list. Cost plans automatically include cost plan breakdowns for each fiscal period. See [Create a project cost plan](https://servicenow-prod.fluidtopics.net/VrQZaER8BuJg~R0j61POfg "Create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects.") and [Create a demand cost plan](https://servicenow-prod.fluidtopics.net/Ti7WmbioJMyhIzUlNEcXdw "Demand cost plans capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period.").
2. Enter the target cost values for operational and capital expenses for the portfolio. See [Create a portfolio](https://servicenow-prod.fluidtopics.net/dMGa_cDlo9uQliqpS54J~g "Create a portfolio to manage related programs, projects, and demands.") and [Legacy- Plan the portfolio](https://servicenow-prod.fluidtopics.net/cbhWEqfWy_HwNWp2oQ_XFg "As a portfolio manager, you can perform financial planning for a portfolio for a fiscal year using the portfolio workbench. Portfolio planning can be completed using either simple or advanced mode.").
3. Create budget plans for the projects in your portfolio and promote the plans to forecasts. See [Legacy- Create and promote a budget plan](https://servicenow-prod.fluidtopics.net/RtgHMBkQAPl~1i2ogEOnsw "As part of the PPM Standard (Project Portfolio Management) integration, you can create and promote a budget plan for a portfolio.") and [Promote a budget plan](https://servicenow-prod.fluidtopics.net/HCnvecbtSIH8SOMuoHXr2A "Use the financial planning workbench to view the portfolio budget plan promoted by portfolio manager, which is initiated in Project Portfolio Management and converted as a budget plan in Financial Management.").
{#c_ProjectAndPortfolioFunding__ol_prp_mls_3v}
**Conceitos relacionados**   

* [Parent-child rollup task calculations](https://servicenow-prod.fluidtopics.net/QLtCHncIxoq2XWyqFjFQtA "Date changes, stage changes, and value calculations roll up from child tasks to parent tasks.")
* [Schedule conflicts between project tasks](https://servicenow-prod.fluidtopics.net/24adzqUmwt~TJV75txYwvw "Scheduling conflict helps you to identify project tasks that are not honoring dependencies. A scheduling conflict occurs when one project task prevents other task from starting on the specified date because of dependencies or constraint types.")
* [Change requests and project tasks](https://servicenow-prod.fluidtopics.net/kmAzQeOYDZKFhyjFFrusnQ "Large-scale changes approved by your change approval board (CAB) require new or existing projects to be implemented.")
* [Project task checklists](https://servicenow-prod.fluidtopics.net/KGvRjnLedJ8AgZL803vc3g "A project task checklist gives you the ability to track activities that must be completed on a task.")
* [Task resources](https://servicenow-prod.fluidtopics.net/vr6xliimeQDEFPp7XHWU4g "Resources are the individuals or groups assigned to perform tasks and subtasks in Project Management.")
* [Project and project task states](https://servicenow-prod.fluidtopics.net/oTapSkYalOsDpLqqN~7D0A "In the base system, the states in project and project task inherit the states in Task table.")
* [Composite Fields](https://servicenow-prod.fluidtopics.net/_Ekygqsh1N58ko8wLQv7PQ "A composite field combines information from two fields in a table to form a single field.")
* [Cost plan breakdown](https://servicenow-prod.fluidtopics.net/HFCUvdtn77ZK5cI4HNR0tA#cost-plan-breakdown "A cost plan breakdown captures the estimated cost and actual cost for every fiscal period. Cost plan, project, demand, program, and portfolio are the breakdowns types that are available.")
* [Actual project costs](https://servicenow-prod.fluidtopics.net/D6knKsFEjan~h1w9WcbgZA "Actual project costs come after you create expense lines for cost plans or after human resources use time cards to create expense lines.")
* [Types of external dependencies](https://servicenow-prod.fluidtopics.net/bBkp5cwu2bPkIcsndlOAew "The Project management application supports two types of external dependencies - hard and soft.")  
**Tarefas relacionadas**   

* [Project tasks](https://servicenow-prod.fluidtopics.net/xtVpKa1FDFRp3DJZHCbQSA "Create project tasks in several ways, even from other applications in the instance.")