How to Add “Planned Return” to Project Workspace Financials Widgets (OOTB)?

[Keisuke Nagata]

HI all,

I’m working with the out-of-the-box Project Workspace Financials page in ServiceNow SPM (version Yokohama). By default it shows five widgets (Budget, EAC, Budget vs EAC, Planned Cost, Actuals), but I need to include an additional field—“Planned Return”—in that area. How can I achieve that?

Specifically:
- I’d like to either add a new “Planned Return” widget alongside the existing ones, or swap one of the default widgets for it.
- I want to accomplish this using only OOTB configuration/customization—no UI Builder

Thank you for your help!

[Vinay3]

Hi @Keisuke Nagata , you can add new widgets using the widgets framework. Please view the following documentation page - https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/spw-financials/tas...

The 'planned return' widget is going to be added out of the box in a future enhancement where 'monetary benefit plan's are added to the financials page. It would potentially be available after Dec 2025 or Feb 2026 release.

[Keisuke Nagata]

Hi @Vinay3 , thank you for your response!

I reviewed the documentation, and as shown in the attachment, there was a Planned Return record available OOTB.
(It might be demo data, though.)
How can I display this on the Financials page?

Also, I’m glad to hear that Monetary Benefit Plan will be available OOTB in the near future!

[Vinay3]

That widget is from the classic financials page widgets. You can make it visible on the new financials by change the widget association to 'Investment' following this docs page: https://www.servicenow.com/docs/bundle/xanadu-it-business-management/page/product/spw-financials/ref...

[Keisuke Nagata]

@Vinay3 

Thank you! The widget is now showing up in the Financials section!
Just one more question—could you please tell me how to make sure the value for "Planned Return" doesn’t show up? It doesn't seem to be reflected at the moment.