Cost plan breakdown form

---
title: Cost plan breakdown form
description: Learn and update the enabled fields of cost plan breakdown form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/cost-plan-breakdown-form.html
release: australia
product: Project Management
classification: project-management
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Management, Project Management reference, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Cost plan breakdown form

Learn and update the enabled fields of cost plan breakdown form.

<table id="table_ksf_443_yfc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Task

</td><td>

Task to which the cost plan breakdown belongs.

</td></tr><tr><td>

Portfolio

</td><td>

Portfolio to which the cost plan breakdown belongs.

</td></tr><tr><td>

Entered currency

</td><td>

Currency specified in the cost plan.

</td></tr><tr><td>

Exchange rate

</td><td>

Rate in effect for the period corresponding to the cost plan breakdown. When the period corresponding to the cost plan break down has multiple rates, the rate in effect on the first date of that period is used.

 Exchange rate is used to convert entered cost into functional cost. It is obtained from the itfm\_fx\_rate \[budget\_reference\_rates\] table.

</td></tr><tr><td>

Actual

</td><td>

Actual cost generated from processed expense lines.

</td></tr><tr><td>

Cost plan

</td><td>

Cost plan to which the cost plan breakdown belongs.

</td></tr><tr><td>

Fiscal period

</td><td>

Fiscals generated at period level. For information on periods, see [fiscal calendars](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_FiscalCalendar.md).

</td></tr><tr><td>

Entered cost

</td><td>

Breakdown amount in entered currency.

</td></tr><tr><td>

Functional cost

</td><td>

Functional cost obtained by multiplying exchange rate with entered cost.

</td></tr><tr><td>

Exchange rate date

</td><td>

First date of the fiscal period corresponding to the cost plan breakdown.

</td></tr></tbody>
</table>**Parent Topic:**[Form field information for Project Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/form-field-information-for-project-management.md)

**Related topics**  


[Update a cost plan breakdown](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/update-cost-plan-breakdown.md)