Manage financials for planning items › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create and compare financial baselines

Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs against the actual expenses.

Before you begin

Role required: sn_align_ws.spw_financial_user

Procedure

Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.
Select a planning item from the Planning module.
Select the Financials tab.
Create or compare baselines.

Option

Description

Create a baseline

Select Create baseline button (
Image omitted: fin-create-baseline-button.png
Create baseline button.).</li>

Create financial baseline window appears with the Name field is auto-populated with current date. You can edit this field to name your baseline.

Image omitted: fin-create-baseline-window.png
Create financial baseline window with Name and Description fields.</p>

In the Description field, enter a brief description to identify this baseline and select Save. A baseline is created capturing the planned costs and expense is captured.

Note: You can activate a scheduled job to automatically create financial baselines.

Compare baselines

Select the Baselines (
Image omitted: fin-baselines-tab.png
Baselines tab.) tab to view the list of existing baselines.</li>
Select any two baselines and select the Compare baselines (
Image omitted: fin-compare-baselines-button.png
Compare baselines button.) button.
Comparison view of the selected baselines is displayed. For more details, see Using baseline comparison view.

**Tip:** You can migrate existing financials baselines of your projects or demands from Classic UI to Financials in Next Experience.

For more information on how to migrate financial baselines of demands, see [Migrate financial baselines of demands to Next Experience](../demand-management/migrate-fin-baselines-demands.md).

For more information on how to migrate financial baselines of projects, see [Migrate financial baselines of projects to Next Experience](../project-management/migrate-fin-baselines-projects.md).