Customize UI Page $pmview by replacing Expense Type column with a custom field created in cost plan

avohra68
Tera Contributor

 

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

find_real_file.png

 

Any help would be appreciated.

1 ACCEPTED SOLUTION

Miguel Donayre
ServiceNow Employee
ServiceNow Employee

Hello @avohra68,

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

find_real_file.png

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.

find_real_file.png

 

find_real_file.png

 

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. 

find_real_file.png

 

find_real_file.png

View solution in original post

8 REPLIES 8

avohra68
Tera Contributor

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

find_real_file.png

BUT not when I compare the baseline and do not see an option to add the custom column

find_real_file.png

 

 

Hello @avohra68 

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 😞

 

 

avohra68
Tera Contributor

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.

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