Configure budget attribute at instance-level
task brazil Updated Sep 10, 2026 1 min read config-budget-allocation-attribute-pws.md
Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.
Before you begin
- Enable the budget allocation property to work on budgeting for projects. For more information, see Enable financial budget allocation for projects in Project Workspace.
- Role required: admin
Important: Existing customers cannot change the budget attribute to cost_type.
Procedure
-
Navigate to All and type in sys_properties.list in the filter box.
-
Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
-
Update the Value field to one of the following.
- cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
- expense_type - view financials by expense types such as Capex and Opex.
-
Select Update.
Parent Topic:Enable financial budget allocation for projects in Project Workspace
41 lines · 2.1 KB
---
title: Configure budget attribute at instance-level
description: Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/project-workspace/config-budget-allocation-attribute-pws.html
release: brazil
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Enable financial budget allocation for projects in Project Workspace, Configure financials for Project Workspace, Configuring Project Workspace, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---
# Configure budget attribute at instance-level
Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace.
## Before you begin
- Enable the budget allocation property to work on budgeting for projects. For more information, see [Enable financial budget allocation for projects in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/enable-fin-budget-pws.md).
- Role required: admin
**Important:** Existing customers cannot change the budget attribute to cost\_type.
## Procedure
1. Navigate to **All** and type in **sys\_properties.list** in the filter box.
2. Filter the Name column to locate and open **sn\_invst\_pln.budget\_allocation\_attribute** property.
3. Update the Value field to one of the following.
- **cost\_type** - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
- **expense\_type** - view financials by expense types such as Capex and Opex.
4. Select **Update**.
**Parent Topic:**[Enable financial budget allocation for projects in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/enable-fin-budget-pws.md)
| title | Configure budget attribute at instance-level |
| description | Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your projects using Project Workspace. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/project-workspace/config-budget-allocation-attribute-pws.html |
| release | brazil |
| product | Project Workspace |
| classification | project-workspace |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Enable financial budget allocation for projects in Project WorkspaceConfigure financials for Project WorkspaceConfiguring Project WorkspaceProject WorkspaceProject Portfolio ManagementStrategic Portfolio Management |