Allocate budget to a demand

task brazil Updated Sep 10, 2026 1 min read allocate-budget-to-demand.md

Raw file servicenow.com

Set the budget of a demand according to the fiscal years.

Before you begin

Role required: it_portfolio_manager

Procedure

Navigate to All > Demand > Demands > All and open the demand form.
In the related links, select Demand Budget.

The Demand Budget dialog box opens.
Select the fiscal year for which you want to set the budget for the demand.

Tip: You can work on allocating lean budgets at the fiscal period level using the Investment Budget. For more information, see Enable lean budgeting for demands.
Enter the amounts for Capex Budget and Opex Budget.

The Total Budget is updated with the sum of capex and opex amounts.
Select OK.

Note:
- If the demand doesn’t have a cost plan, start date, and due date, the demand budget is distributed from the current month. Distribution continues until the end of the demand budget fiscal year.
- If the demand doesn’t have a cost plan and a due date but has a start date, then the demand budget is distributed from either:
  - Start date (if the start date falls in the given budget fiscal year) until the end of the demand budget fiscal year.
  - Start of the demand budget fiscal year until the end of the demand budget fiscal year.
- If the demand doesn’t have a cost plan and a start date but has a due date, then the demand budget is distributed from either:
  - Current month until due date (if the due date falls in the given budget fiscal year).
  - Current month until the end of demand budget fiscal year. If the demand has a cost plan associated, then demand budget is distributed by honoring the cost plan fiscal periods.

Result

The demand budget for the selected year appears in the Demand Budget related list. You can select the amounts in the list to revise them.

Parent Topic:Create a demand

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---
title: Allocate budget to a demand
description: Set the budget of a demand according to the fiscal years.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/demand-management/allocate-budget-to-demand.html
release: brazil
product: Demand Management
classification: demand-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a demand, Use, Demand Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Allocate budget to a demand

Set the budget of a demand according to the fiscal years.

## Before you begin

Role required: it\_portfolio\_manager

## Procedure

1.  Navigate to **All** &gt; **Demand** &gt; **Demands** &gt; **All** and open the demand form.

2.  In the related links, select **Demand Budget**.

    The **Demand Budget** dialog box opens.

3.  Select the fiscal year for which you want to set the budget for the demand.

    **Tip:** You can work on allocating lean budgets at the fiscal period level using the Investment Budget. For more information, see [Enable lean budgeting for demands](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/demand-management/config-investment-budget-demand.md).

4.  Enter the amounts for **Capex Budget** and **Opex Budget**.

    The **Total Budget** is updated with the sum of capex and opex amounts.

5.  Select **OK**.

    **Note:**

    -   If the demand doesn’t have a cost plan, start date, and due date, the demand budget is distributed from the current month. Distribution continues until the end of the demand budget fiscal year.
    -   If the demand doesn’t have a cost plan and a due date but has a start date, then the demand budget is distributed from either:
        -   Start date \(if the start date falls in the given budget fiscal year\) until the end of the demand budget fiscal year.
        -   Start of the demand budget fiscal year until the end of the demand budget fiscal year.
    -   If the demand doesn’t have a cost plan and a start date but has a due date, then the demand budget is distributed from either:
        -   Current month until due date \(if the due date falls in the given budget fiscal year\).
        -   Current month until the end of demand budget fiscal year.
    If the demand has a cost plan associated, then demand budget is distributed by honoring the cost plan fiscal periods.


## Result

The demand budget for the selected year appears in the **Demand Budget** related list. You can select the amounts in the list to revise them.

**Parent Topic:**[Create a demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/demand-management/t_CreatingDemands.md)