Customize the left pane view for financials

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: admin

    Prozedur

    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.
      Select financial view.
      The selected view (Cost plan financials view.) is displayed on the header.
    5. Select the header options to configure list layout.
      Configure list layout option selection.
    6. Add or remove the fields in the Selected column to customize the left pane view in financials view.
    7. Select Save.

    Ergebnisse

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