--- 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 --- # Costing add-on in Project Management # Costing add-on in Project Management {#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 The Project Management costing add-on connects the Project Management application to the Cost Management application to allow for estimating and tracking the costs associated with projects. This plugin enables the following project costing features: * Estimate group resource costs during project planning. * Tracking the actual cost of each user resource for a project. * Track actual project task costs from time cards and other project expenses. * Allocate project costs to the business. * Represent project costs to the CIs that the project affects. * Rollups of actual task expenses to parent tasks and the project record. {#c_ProjectManagementCostingAddOn__ul_uzz_wbh_jq} The Project and Cost applications work together as shown in the diagram: Figura 1. Project and Cost applications The following properties are available with this plugin: {#c_ProjectManagementCostingAddOn__table_f1m_cch_jq__entry__3} | Description | Property Name | Notes | |-|-|-| | For planned tasks types, calculate the actual cost field using the total of expense lines for the task. | glide.cost_mgmt.calc_actual_cost | Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field. | | When creating a task expense line should the system also create expense lines for the top task? | glide.cost_mgmt.process_task_top_task | Default: true | | Enable project cost rollup (estimated and actual) - updating the cost of a project task updates the cost of its parent. | com.snc.project.rollup.cost | Default: true | [Tabela 1. Costing add-on properties] {#c_ProjectManagementCostingAddOn__table_f1m_cch_jq} The following business rules are added or modified with this plugin: {#c_ProjectManagementCostingAddOn__table_qcf_4ch_jq__entry__3} | Name | Table | Description | |-|-|-| | Project Cost Rollup | Planned task \[planned_task\] | Default: true. This property is from Cost Management. When an expense line is created against any task of planned_tasktype and this property is true, the system gets a sum of the costs for all the expense lines and sets the total cost in the work_cost field. | | Process Top Task Parent | \[fm_expense_line\] | Default: true | [Tabela 2. Costing add-on business rules] {#c_ProjectManagementCostingAddOn__table_qcf_4ch_jq} **Conceitos relacionados** * [Create and manage waterfall projects](https://servicenow-prod.fluidtopics.net/T071mWYfzvRKjtxr_DwplA "Plan, create, and manage projects using the Waterfall methodology.") **Tarefas relacionadas** * [Create a project task from a project](https://servicenow-prod.fluidtopics.net/QW63Z_o1ZL9vFxnyQoGxOQ "Create tasks from the project form to break down project objectives into manageable units of work.") * [Create a parent-child relationship on the Project Task form](https://servicenow-prod.fluidtopics.net/aisbbo47AfB~calO3uLPAw "Create a child task from any project task form.") * [Create a monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/5kkfVfPdTlXWgufbMCMvfQ "Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential benefits accrued by the project when the project is executed.") * [Create a non-monetary benefit plan for a project](https://servicenow-prod.fluidtopics.net/WKxXLvVlkTFlUb8OlL1PPg "Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.") * [Associate monetary and non-monetary benefit plans](https://servicenow-prod.fluidtopics.net/vI2jptooAaEcnv0NgRbazw "Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.") * [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.") * [Recalculating costs of all resource plans in a project](https://servicenow-prod.fluidtopics.net/OtyoYxyjtz~j6Ybw4PQqsg "Recalculate the resource costs of all resource plans in a project whenever the hourly rates change in the associated rate model so that the plan costs are up to date.") * [Create an expense line](https://servicenow-prod.fluidtopics.net/mBNLS0_DAaJXMKgFKCGVaA "A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.") * [Update a project](https://servicenow-prod.fluidtopics.net/D7081Pka97TWEmWa5Y3~0g "Update the project and make adjustments in fields to handle scope, cost, and schedule. While a project is underway, keep actual values as current as possible. Continue to measure actual values, analyze the impact of any potential project risks.") * [Copy a project](https://servicenow-prod.fluidtopics.net/eO6Pqmb2HhnVhaueXVDBWQ "Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.") * [Assign a project schedule](https://servicenow-prod.fluidtopics.net/z_shjXugjP8qzcNyD8_3Cw "Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one.") * [Create baseline of a project](https://servicenow-prod.fluidtopics.net/bq_bqgv0TKrzxvS5si499w "Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.") * [Create a milestone](https://servicenow-prod.fluidtopics.net/_asVrP9WOIbzMauwCMg2dg "A milestone is a project task with a duration of zero (0). Use milestones to mark key dates in your project, such as key decision points, approvals, and holidays. Milestones are treated like any other project task and you can create dependencies between tasks and milestones.") * [Activate project task email notifications](https://servicenow-prod.fluidtopics.net/PCQkkI1b8~bs_mgwqf8SHg "The following email notifications for the Project Management application are available by default, but are inactive. You must activate them manually.") * [Change the planned start date of a project](https://servicenow-prod.fluidtopics.net/7misDV7B3QsqaaDRt9Ug2w "Adjust the schedule of a project by changing the planned start date of a project and shifting it later or earlier than the current planned schedule.") * [Create a cost type definition](https://servicenow-prod.fluidtopics.net/IFthHznC~1nEgj3CUBFKEQ "Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.") * [Generate labor costs](https://servicenow-prod.fluidtopics.net/GMv6JkWmU0eG5NB2WtVN8A "Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.") * [Create a project status report](https://servicenow-prod.fluidtopics.net/XtwMdfldzALf5nKLAPiYpg "Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.") * [Allocate budget to a project](https://servicenow-prod.fluidtopics.net/FxrYPa0O79XSnX8KN2oKig "Set the budget of a project according to the fiscal years.") * [Migrate budget of active projects to Next Experience](https://servicenow-prod.fluidtopics.net/NJPoKAMxLVCc~3QPrThULQ "Migrate the project budget to Next Experience to manage the financials using Project Workspace.") * [Migrate financial baselines of projects to Next Experience](https://servicenow-prod.fluidtopics.net/UlAxBZJJBOFvDgVEtw9O_w "Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.")