---
title: Creating a Sub-Budget Plan
slug: neurons-for-itsm/admin-user-help/enu/latest/creating-a-sub-budget-plan
createdAt: 2026-07-14T19:16:46.675Z
---
1. Log into the Service Desk console.
2. Open the **Sub-Budget Plan** workspace.
3. Click **New ITFM Sub-Budget Plan**.
4. On the **Sub-Budget Plan** page, the following tabs are displayed.
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## Details
Enter information into the fields. Then click **Save**.
| Field | Description |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Name | A unique name for the sub-budget, such as Sales and Marketing. |
| Owner | Name of the owner. The default owner is the creator of the record. |
| Sub-Budget Type | Type of sub-budget. |
| Service | Type of service to be budgeted, such as **Mobile Communication**.
This field is only displayed when the **Service** sub-budget type is selected. |
| Entity | The organizational unit or entity to budget, such as **Sales and Marketing**.
This field is displayed when the **Entity** sub-budget type is selected. |
| Budget Buffer | The buffer in the budget. |
| Subtotal | Subtotal that is automatically calculated. |
| Budget Start Date | Start date for the sub-budget plan. |
| Budget End Date | End date for the sub-budget plan.
If the sub-budget is created from the master budget, these dates are automatically entered by the system or you can enter the dates manually. |
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## Budget Item
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a. Click **New ITFM Budget Item**.
:::
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b. Enter information into the fields. Then click **Save**.
:::
| Field | Description |
| ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name | A unique, descriptive name for the budget item. |
| Description | A description of the budget item. |
| Price List Item | Type of price list item for the sub-budget. |
| Cost Driver | Type of cost driver that is automatically entered by the system based on the selected price list item. If the price list item is empty, you can manually enter a number. |
| Unit Cost | Cost of the unit. The default currency is USD. |
| Unit of Measure | Unit of measure such as user, feet, or each. |
| Usage | The number of units to purchase or the number of hours used. |
| Budget | Automatically calculated by the system based on the unit cost multiplied by the usage number. When this item is calculated, the total amounts in the sub-budget and master budget plans are updated. |
| Budget Start Date | Start date for the budget item. |
| Budget End Date | End date for the budget item.
If the sub-budget is created from the master budget, these dates are automatically entered by the system. However, you can enter dates for your sub-budget.
These dates have constraints. The start date cannot be earlier than the sub-budget start date and the end date cannot be later than the sub-budget end date. |
| Capital Expense
Direct Cost
Fixed Cost | These are automatically selected based on the **Price List Item**. You can also manually select them. |
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## Budget Requirement
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a. Click **New ITFM Budget Item**.
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b. Enter information into the fields. Then click **Save**.
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| Field | Description |
| ----------- | --------------------------------------------------------------------------- |
| Status | Status of the budget requirement. |
| Name | A unique name for the requirement. |
| Description | A brief description of the requirement. |
| Contact | A contact name. |
| Entity | Type of entity that is automatically entered based on the selected contact. |
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## Audit
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The **Audit** tab displays the following information.
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| Field | Description |
| ----------- | --------------------------------------------------- |
| Name | Date when the sub-budget plan was created. |
| User | Name of the person who created the sub-budget plan. |
| Event Type | Type of event. |
| Description | A summary of the sub-budget plan. |
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5. Enter details in the [Creating an Activity History Item](docId\:dOLnQxPLSR_CCl3-udX4k) and [Attachment](docId\:DwYg6stRtAl1ZdOaEcfjZ).
6. Click **Save**.
## Linking a Sub-Budget Plan to the Master Budget
After you have created a sub-budget plan, you can link it to the master budget plan.
1. Log in to the Service Desk console.
2. Open the **Master Budget Plan** workspace.
3. From the **Sub-Budget** tab of the master budget plan, click the **link** button :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/lehc9qtCu0vmJRKMDk06u_link-button.png" alt caption size="10" width="27" height="27"}.
4. Enter the name of the sub-budget to link to. A list of possible sub-budgets is displayed.
5. Choose a sub-budget and click **Select**. The sub-budget plan is added to the list.