Configuration of Financial tabs in Project Workspace

IK Jeremy Ravel
Kilo Expert

Hello Community,

I am trying to configure the tab : Financial in the Project Workspace, specially the cards in the top.

 

find_real_file.png

We have created new fields to manage the costs but the cards is showing only the default cost field, how can I modify those cards ? Or at least hide those cards in the tab ?

 

7 REPLIES 7

Steven Herrmann
Giga Guru

Hey there Jeremy,

Have you taken a look at this link yet by chance, I think it might be helpful.

https://docs.servicenow.com/bundle/london-it-business-management/page/product/project-management/tas...

If my reply helps you at all, I’d really appreciate it if you click the Helpful button and if my reply is the answer you were looking for, it would be awesome if you could click the Accepted Solution button!

I hope this helps, have a great day!

Steve

Roel3
Mega Guru

hi Jeremy Ravel,

On line 24 of the UI Macro 'pmview_menu' you can hide the complete financial button, not sure if that helps you. You could comment out that part, just hiding the cards might not be that easy.

Isn't it an options to fill the standard fields with the financial info you get in your custom fields??

find_real_file.png

Regards Roel

I had fine this, but do you know which UI Page is use to display this tab ? So maybe I will be able to hide it with css ?

The problem we got it's with the label, people don't want to use those ones.

 

I have find the UI Macro : pmview_content

The iframe is : pm_view_content but I am not able to find it.