Hello @02Admin how are you?
Yes you can simplify the Project Workspace, but the behavior you’re seeing is expected because those tabs are not controlled by standard form configuration.
The tabs you highlighted (Details section and left navigation) are driven by Workspace configuration, not by:
Form Layout
Form Designer
Dictionary changes
In Project Workspace (SPM), tabs come from:
UX Page / Workspace configuration
Declarative Actions & Components
UI Builder (UIB) structure
So even if you remove fields from the form, the tabs will still appear because they are hardcoded/configured in the workspace layout.
So here the steps to remove or hide those tabs
1. Go to UI Builder
Navigate to:
Now Experience Framework → UI Builder
Open:
Project Workspace Experience
Locate the Record Page for pm_project
2. Identify the Tabs Component
Look for components like:
Tabs / Tab Container
Record Tabs
Related Data Tabs
These control sections such as:
Financials
Resources
Risks
Related Records
etc.
3. Remove or Hide Tabs
You have a few options:
Remove the tab component entirely
Hide specific tabs using visibility conditions
Remove the data resources feeding those tabs
4. Left-side navigation (important)
The left panel (Planning, Financials, Resources, etc.) is usually:
A Navigation component
Or driven by Workspace configuration / JSON
To change it:
Find the navigation component in UI Builder
Remove items or apply conditions
Important considerations
Some tabs are tied to SPM features (Financial Planning, Resource Management, etc.)
Make sure you’re not breaking required processes
Some may reappear after upgrades if not handled carefully
Best practice
Instead of hard removal:
Use visibility conditions (roles / properties)
Create a lightweight workspace variant if needed
Align tabs with your governance model (only what users need)
If this answer helps, please mark it as helpful and consider it as a solution.
Regards,
Dan
