Project Workspace - Details tab sections reorder

CV1
Tera Contributor

Tuesday

Hello All,
We have a requirement to change the order sections are displayed in Project workspace. Looking for help to achieve this.

Go to Project workspace > open any project > Details Tab, there are sections like Project,Dates,Details,Business Case,Financials,Score,Notes,Preferences,Lessons Learned.

we want to move Business case after Lessons Learned. and other sections as well
TIA

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Itallo Brandão
Giga Guru

Tuesday

Hi CV1,

The layout of the Details tab in the Project Workspace is directly controlled by the Form Layout of the underlying Form View.

You do not need to edit the Workspace configuration itself; you simply need to reorder the form sections in the classic backend.

Here is the step-by-step:

  1. Open a Project in the Classic UI: Navigate to pm_project.list and open any project record in the standard (backend) interface.

  2. Switch to the Workspace View: The Project Workspace usually pulls the layout from a specific view (often named "Workspace" or "Project Workspace").

    • Click the "Hamburger" menu (Additional Actions) > View > Select Workspace (or the specific view your workspace is configured to use).

  3. Configure Form Layout:

    • Right-click the header > Configure > Form Layout.

    • In the slushbucket, look at the items in bold or with a section indicator (e.g., * Section: Business Case).

  4. Reorder:

    • Select the section header (e.g., Business Case) and use the Up/Down arrows to move it below "Lessons Learned".

    • Note: Moving the Section header automatically moves all fields contained within it.

  5. Save: Click Save. Refresh your Project Workspace, and the order on the Details tab will be updated.

If this response helps you solve the issue, please mark it as Accepted Solution.
This helps the community grow and assists others in finding valid answers faster.

Best regards, Brandão.

Sarthak Kashyap
Mega Sage

Tuesday

Hi @CV1 ,

 

I tried your problem in my PDI and it works for me, please check below steps 

 

In your ITIL view open your record link - YourInstance.service-now.com/pm_project.do?sys_id=77e0b890dcab9010f877764295a924e7

 

SarthakKashyap_1-1768374104256.png

In form layout select the section that you want to move 

SarthakKashyap_2-1768374156608.png

 

Result

Business case moved to bottom

 

SarthakKashyap_0-1768374025540.png

 

 

Please mark my answer correct and helpful if this works for you

Thanks and Regards,

Sarthak

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