Customise cost plan form

Manage the fields required on the new cost plan form as per your organization needs.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Definition > Tables.

2. Filter the Label field to locate and open the Cost Plan table.

3. Select the Design Form related link.

4. On the header row, select Cost Plan [cost_plan] from the table list and Financials View from the view list.

5. On the form, you can:

   • Drag and drop the required fields from the Fields column.
   • Remove the existing fields using the Remove field icon.
   • Select Save.