---
title: Create expense line form
description: Use this form to create expense lines for your actual expense.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-exp-line-form-pp.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Form field information for Portfolio Planning, Reference, Portfolio Planning, Strategic Portfolio Management]
---

# Create expense line form

Use this form to create expense lines for your actual expense.

<table id="id_v3d_cc5_yxb"><thead><tr><th>

Field

</th><th>

Description

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

Number

</td><td>

Auto-generated number for the expense line.

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

Amount

</td><td>

Expense incurred.

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

Short description

</td><td>

Short description of the expense.Mention unique and specific details to identify the expense line.

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

Date

</td><td>

Date of the expense.

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

Process date

</td><td>

Processed date of the expense.

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

Cost plan

</td><td>

Associated cost plan name for recording the expense line.

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

Cost type

</td><td>

Cost type of the expense.by default, the cost type of the cost plan is selected.

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

State

</td><td>

State of the expense line.Only processed expense lines are considered for an investment entity.

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

Expense type

</td><td>

Defines the expense type, internal or external.By default, the expense type is considered from the **Cost type** field entry.

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

Rate card

</td><td>

Name of the rate card.

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

Summary type

</td><td>

Business purpose of the expense line.

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