Activate a scheduled job to create financial baselines for your projects and demands
task brazil Updated Sep 10, 2026 1 min read baseline-schedule-job-pp.md
Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.
Before you begin
Role required: admin
Procedure
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Navigate to All > System Definition > Scheduled Jobs.
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Filter the name field to locate and open Create Financial Baseline For active Demands and Projects.
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Select Active option to activate and schedule the job.
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Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.
For more information about the field description and scripts, see .
-
Select Execute Now to execute the scheduled job or select Update to save your changes.
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---
title: Activate a scheduled job to create financial baselines for your projects and demands
description: Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/baseline-schedule-job-pp.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---
# Activate a scheduled job to create financial baselines for your projects and demands
Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **System Definition** > **Scheduled Jobs**.
2. Filter the name field to locate and open **Create Financial Baseline For active Demands and Projects**.
3. Select **Active** option to activate and schedule the job.
4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.
For more information about the field description and scripts, see .
5. Select **Execute Now** to execute the scheduled job or select **Update** to save your changes.
| title | Activate a scheduled job to create financial baselines for your projects and demands |
| description | Define a scheduled job to automatically create financial baselines for your planning items at a required cadence. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/baseline-schedule-job-pp.html |
| release | brazil |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure financials for Portfolio PlanningConfigurePortfolio PlanningStrategic Portfolio Management |