---
title: Scheduled job to create financial baselines
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/australia/it-business-management/portfolio-planning/baseline-schedule-job-pp.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure financials for Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Scheduled job to create financial baselines

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 [Automatically run a script of your choosing](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_ScheduleAScriptExecution.md#t_ScheduleScriptExecution).

5.  Select **Execute Now** to execute the scheduled job or select **Update** to save your changes.