---
title: Related lists added for financials
description: PPM Standard adds several related lists to both the Project and Portfolio forms.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/ppm-collaboration/r\_RelatedListsInstalledWithPPSF.html
release: australia
product: PPM Collaboration
classification: ppm-collaboration
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Project Portfolio Management reference, Project Portfolio Management, Strategic Portfolio Management]
---

# Related lists added for financials

PPM Standard adds several related lists to both the Project and Portfolio forms.

## Portfolio related lists

\[Omitted image "project\_relatedlists\_portfolio.png"\] Alt text: Portfolio related lists for financials

This table explains the related lists and how to create or use the records in these lists in the portfolio workbench.

|Portfolio form related lists|Description|
|----------------------------|-----------|
|Cost Plans|Lists the cost plans of projects and demands that are part of the portfolio.|
|Monetary Benefit Plans|Lists the financial benefit plans of projects and demands that are part of the portfolio.|
|Portfolio Target|Lists the portfolio capital and operational expense target for different fiscal years. The values are displayed from the project\_funding table. Set these values in the Set Target stage of the portfolio workbench. You can create targets for different financial periods.|
|Planning & Budgeting|Planning & Budgeting of the project. For more information, see [Project form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-a-project-form.md).|

## Project related lists for financials

\[Omitted image "project\_relatedlists.png"\] Alt text: Project related lists

This table explains the related lists for financials in a project record.

|Project form related lists|Description|
|--------------------------|-----------|
|Cost Plans|Costs of the project for a specific fiscal period. Cost plans can also have an associated expense line.|
|Monetary Benefit Plans|Potential financial benefits which can be accrued by the project spanning one or more fiscal periods, if the project is executed.|
|Project Budget|Budget of the project. For more information, see [Project form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/create-a-project-form.md).|
|Expense Lines|Aggregated actual costs associated with a specific source, such as a user, fixed asset, or a CI.|

**Parent Topic:**[Project Portfolio Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/project-portfolio-management-reference.md)