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Configure financials for planning items Strategic Planning › Configure › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Customize the left pane view for financials

Customize the left pane for financials to view custom field information.

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 Show List related link.

  4. Select the financials view by navigating to List controls > View > Financials View.

Image omitted: fin-cost-plan-fin-view-selection-gif.gif
Select financial view.
The selected view \(
Image omitted: financials-view-cost-plan-table.png
Cost plan financials view.\) is displayed on the header.
  1. Select the header options to configure list layout.
Image omitted: financials-config-list-layout-gif.gif
Configure list layout option selection.

  1. Add or remove the fields in the Selected column to customize the left pane view in financials view.

  2. Select Save.

Result

Cost plans table with customized fields for Financials View is displayed.