How to add a custom column in the Project Workspace financial tab?

Eddy776
Tera Contributor

‎03-01-2024 03:07 PM - edited ‎03-01-2024 03:10 PM

Hello,

I've added a column (choice field) in the resource type definition table and i wish to group cost plans in the project workspace financials by that field (resource_type.u_my_field), however when i try to customize the columns using the gear icon, I'm unable to add a new column.  I've noticed that the investment portal does give you the option to add a column.

 

So my question is how could i add a column in the PW financials tab (cost plans)?

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3 REPLIES 3

fran_oisschneid
ServiceNow Employee
ServiceNow Employee

‎06-25-2024 09:29 AM

Talking about the new project workspace (https://your_instance.service-now.com/now/workspace/project/home)

1/

To add a column to financial view of the project workspace, you need to update the cost_plan list layout view in the back office: the cost plan list view "Financial View" must be updated, in scope "Financials Core".

2/

If you want to be able to group on a field where you dot.walk, that won't work for reference fields, that will work for "simple" dot.walk fields, I don't know if this work for choice fields. You will have to try and check if that works.

 

Please mark as correct/helpful if this fits your question.

Best regards.

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fran_oisschneid
ServiceNow Employee
ServiceNow Employee
In response to fran_oisschneid

‎06-26-2024 12:39 AM

I checked, it works with dot.walk choice fields (as State for instance).

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