--- 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/scenario-planning-in-spw/create-exp-line-form-spw.html release: australia product: Scenario Planning in SPW classification: scenario-planning-in-spw topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Form field information for Strategic Planning, Reference, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management] --- # Create expense line form Use this form to create expense lines for your actual expense.
| Field | Description |
|---|---|
| Number | Auto-generated number for the expense line. |
| Amount | Expense incurred. |
| Short description | Short description of the expense.Mention unique and specific details to identify the expense line. |
| Date | Date of the expense. |
| Process date | Processed date of the expense. |
| Cost plan | Associated cost plan name for recording the expense line. |
| Cost type | Cost type of the expense.by default, the cost type of the cost plan is selected. |
| State | State of the expense line.Only processed expense lines are considered for an investment entity. |
| Expense type | Defines the expense type, internal or external.By default, the expense type is considered from the **Cost type** field entry. |
| Rate card | Name of the rate card. |
| Summary type | Business purpose of the expense line. |