Manage lean budgeting for demand
task brazil Updated Sep 10, 2026 1 min read lean-budgeting-demand-management.md
Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.
Before you begin
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Role required: sn_invst_pln.sn_spm_funding_user
Any user role with this specific role attached can add or manage the investment budgets.
Procedure
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Navigate to All > Demands > Demand > All.
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Open the required demand.
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In the Investment Budget related list, select New.
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On the Investment Budget form, fill in the fields.
For more information about the fields and their description, see Investment Budget form.
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Select Submit.
Result
The allocated budget for a fiscal period is displayed in the Investment Budget related list.
Parent Topic:Enable lean budgeting for demands
48 lines · 2.0 KB
---
title: Manage lean budgeting for demand
description: Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/demand-management/lean-budgeting-demand-management.html
release: brazil
product: Demand Management
classification: demand-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Enable lean budgeting for demands, Create a demand, Use, Demand Management, Project Portfolio Management, Strategic Portfolio Management]
---
# Manage lean budgeting for demand
Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.
## Before you begin
- [Enable lean budgeting for demands](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/demand-management/config-investment-budget-demand.md)
- Role required: sn\_invst\_pln.sn\_spm\_funding\_user
Any user role with this specific role attached can add or manage the investment budgets.
## Procedure
1. Navigate to **All** > **Demands** > **Demand** > **All**.
2. Open the required demand.
3. In the Investment Budget related list, select **New**.
4. On the Investment Budget form, fill in the fields.
For more information about the fields and their description, see [Investment Budget form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/demand-management/investment-budget-form.md).
5. Select **Submit**.
## Result
The allocated budget for a fiscal period is displayed in the Investment Budget related list.
**Parent Topic:**[Enable lean budgeting for demands](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/demand-management/config-investment-budget-demand.md)
| title | Manage lean budgeting for demand |
| description | Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/demand-management/lean-budgeting-demand-management.html |
| release | brazil |
| product | Demand Management |
| classification | demand-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Enable lean budgeting for demandsCreate a demandUseDemand ManagementProject Portfolio ManagementStrategic Portfolio Management |