Create expense lines for a demand

task australia Updated Sep 10, 2026 1 min read add-or-edit-expense-lines-demand-ppw.md

Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.

Before you begin

Role required: it_demand_manager

About this task

Expense lines on a demand record track the costs incurred during the demand evaluation process. You can add multiple expense lines to a single demand. Expense lines can be used only for evaluation costs and cannot be linked to cost plans. Only processed expense lines are counted, and their total automatically rolls up to the Demand actual costs field on the demand record.

Note: After a demand is converted to a project, the expense lines remain with the demand, while the cost plans and budget are migrated to the project.

You can also create or edit expense lines from the Expense Lines tab in the Details page.

Procedure

Navigate to Workspaces > Portfolio Planning Workspace.
Select the Demands icon [Omitted image "demands-icon.png"].
Open a demand from the List page.
Select Financials from the navigation menu.
From the More actions menu, select New expense line.

[Omitted image "new-expense-line-button-dw.png"] Alt text: The new expense line option under More actions.
On the New expense line form, fill in the fields.

For a description of the field values, see Expense line form.
Select Save.

52 lines · 2.2 KB Wrap lines

---
title: Create expense lines for a demand
description: Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/add-or-edit-expense-lines-demand-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage financials for demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Create expense lines for a demand

Create an expense line to capture the cost associated with a specific source, such as a user or a fixed asset, for a demand.

## Before you begin

Role required: it\_demand\_manager

## About this task

Expense lines on a demand record track the costs incurred during the demand evaluation process. You can add multiple expense lines to a single demand. Expense lines can be used only for evaluation costs and cannot be linked to cost plans. Only processed expense lines are counted, and their total automatically rolls up to the **Demand actual costs** field on the demand record.

**Note:** After a demand is converted to a project, the expense lines remain with the demand, while the cost plans and budget are migrated to the project.

You can also create or edit expense lines from the **Expense Lines** tab in the Details page.

## Procedure

1. Navigate to **Workspaces** &gt; **Portfolio Planning Workspace**.

2. Select the Demands icon \[Omitted image "demands-icon.png"\].

3. Open a demand from the **List** page.

4. Select **Financials** from the navigation menu.

5. From the More actions menu, select **New expense line**.

\[Omitted image "new-expense-line-button-dw.png"\] Alt text: The new expense line option under More actions.

6. On the New expense line form, fill in the fields.

For a description of the field values, see [Expense line form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-expense-line-form-ppw.md).

7. Select **Save**.