Create cost plan form

reference brazil Updated Sep 10, 2026 1 min read create-cost-plan-form-pp.md

Use this form to create cost plans for your planning items.

Field	Description
Name	Name of the cost plan.
Entered currency	Currency to capture the unit cost value.
Unit cost	Planned cost for the cost plan.
Quantity	Quantity of cost plans.
Total planned cost	Total planned costs value of the cost plan.
Start fiscal period	Starting month in a fiscal period for the cost plan.
End fiscal period	Ending month in a fiscal period for the cost plan.
Cost distribution	Allocate planned cost by fiscal period or duration.Select a value from the list. Split equally across fiscal periods - Distributes the cost equally among all the fiscal periods across the duration. Recurring per fiscal period - Recurs the cost for each fiscal period across the duration.
Cost type	Cost type of the cost plan.Select a cost type form the list. Note: Based on the selected cost type, the Role and Product model fields appear.
Employee type	Read-only field.- External if Cost type is External labor Capex or External labor Opex. Internal if Cost type is Labor Capex or Labor Opex.
Role	Name of the role to expense the cost plan.
Product model	Available if the Cost type is Software, Hardware, or Other Capex or Opex.Select a model from the list to expense the cost plan. Model name of a hardware expenditure to expense the cost plan.

**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)

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---
title: Create cost plan form
description: Use this form to create cost plans for your planning items.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/create-cost-plan-form-pp.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Portfolio Planning, Reference, Portfolio Planning, Strategic Portfolio Management]
---

# Create cost plan form

Use this form to create cost plans for your planning items.

<table id="id_zd2_xb5_yxb"><thead><tr><th>

Field

</th><th>

Description

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

Name

</td><td>

Name of the cost plan.

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

Entered currency

</td><td>

Currency to capture the unit cost value.

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

Unit cost

</td><td>

Planned cost for the cost plan.

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

Quantity

</td><td>

Quantity of cost plans.

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

Total planned cost

</td><td>

Total planned costs value of the cost plan.

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

Start fiscal period

</td><td>

Starting month in a fiscal period for the cost plan.

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

End fiscal period

</td><td>

Ending month in a fiscal period for the cost plan.

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

Cost distribution

</td><td>

Allocate planned cost by fiscal period or duration.Select a value from the list.

-   **Split equally across fiscal periods** - Distributes the cost equally among all the fiscal periods across the duration.
-   **Recurring per fiscal period** - Recurs the cost for each fiscal period across the duration.

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

Cost type

</td><td>

Cost type of the cost plan.Select a cost type form the list.

**Note:** Based on the selected cost type, the **Role** and **Product model** fields appear.

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

Employee type

</td><td>

Read-only field.-   **External** if Cost type is External labor Capex or External labor Opex.
-   **Internal** if Cost type is Labor Capex or Labor Opex.

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

Role

</td><td>

Name of the role to expense the cost plan.

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

Product model

</td><td>

Available if the Cost type is Software, Hardware, or Other Capex or Opex.Select a model from the list to expense the cost plan.

Model name of a hardware expenditure to expense the cost plan.

</td></tr></tbody>
</table>**Parent Topic:**[Form field information for Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/form-field-information-for-portfolio-planning.md)