---
title: Expense line form
description: The expense line form enables you to create an expense line for the actual expenses for your demand.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/create-expense-line-form-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Forms, Reference, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Expense line form

The expense line form enables you to create an expense line for the actual expenses for your demand.

<table id="table_eh4_qrp_c3c"><thead><tr><th>

Field

</th><th>

Description

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

Number

</td><td>

Automatically generated number for the expense line.

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

Amount

</td><td>

Expense cost in the selected currency.

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

Date

</td><td>

Date on which the expense is generated.

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

Process date

</td><td>

Date on which the expense line is processed.

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

Rate card

</td><td>

Name of the rate card.

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

Inherited

</td><td>

Indicates whether the expense line is inherited from another expense line.

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

Parent

</td><td>

Parent expense line from which the expense line is inherited.

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

Rate type

</td><td>

Rate type for the expense line.This field is automatically populated based on the selection in the Rate card field.

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

State

</td><td>

State of the expense line.The available values are:

-   Pending
-   Processed

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

Source ID

</td><td>

Record that generated the associated cost.

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

Summary type

</td><td>

Business purpose of the expense line.The available values are:

-   Grow Business
-   Run Business
-   Transform Business

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

Cost plan

</td><td>

Associated cost plan name for recording the expense line.**Note:** This field does not apply to demands.

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

Expense type

</td><td>

Expense type of the expense line.The available values are:

-   Opex
-   Capex

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

Cost type

</td><td>

Cost type of the associated cost plan.**Note:** This field does not apply to demands.

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

Short description

</td><td>

Brief summary of the expense line.

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

Source

</td><td>

Sources of the expense line. The available values are:

-   Asset
-   Configuration item
-   Fixed asset
-   Task
-   Contract
-   Cost center
-   User

</td></tr></tbody>
</table>