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06-01-2020 08:24 AM
I have created a custom field on cost_plan and wanted to modify the UI page $pmview to replace Expense Type with this new field. I am not sure if this is doable and where it needs to be modified.
And when comparing to baseline
Any help would be appreciated.
Solved! Go to Solution.
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Financial Management

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06-01-2020 08:53 AM
Hello
Follow these steps -
Go to Project--> Settings--> Planning Console
On the Planning Console list view go to the "Context: Project/Demand Financials"
Click on Project
On the new form that it opens up, click on the new button" Here you will need to add the new custom column you created. In the JSON field, it has to match exactly to what the column name is. For this example, I create a custom field called Test Planned console - u_test_plannng_console. Save it.
Let's go back to the Planning console Project form(where you clicked the new button)
This is where you can hide fields and change the order it appears in the Planning console.
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06-01-2020 10:47 AM
Miguel
I added my custom field in baseline_config_field so it is captured in the baseline records. Only outstanding issue is that I do not see how to add the custom field to $pmview when comparing baselines.
Per your instructions I am seeing it here
BUT not when I compare the baseline and do not see an option to add the custom column

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06-01-2020 11:58 AM
Hello
I got bad news. The script that populates the Baseline grid is hidden in the backend. They are set to the value you see in that grid. At this time the display can not be configured or modified
Sorry 😞
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06-01-2020 01:36 PM
Hi Miguel - I was hoping that it might not be a configurable we would have access to that piece of code to modify.
Any ways appreciate your help and have marked your original response as correct answer.

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06-01-2020 02:34 PM
Yeah, I know me too!! You can try to put in an enhancement to SN for a future release if you want.
Thanks for making my answer correct :). Can you also mark all my other responses helpful as well?
Thanks and good luck with PPM!
-Miguel