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Portfolio Planning workspace - Remove defaul tabs form planning items (not related lists)

Attila Beregvar
Kilo Sage

Hello Community,

 

Does someone know if/how it is possible to hide certain default tabs of a planning item within the Portfolio Planning Workspace? Especially these ones: Docs, Resource Assignments, Financials.

 

I'm aware that the other tabs are related lists on the specific planning item's "APW Default" view, but these are not. It seems like they are built into the workspace, but I would like to hide them:

 

AttilaBeregvar_0-1770296611550.png

 

Thanks in advance!

2 REPLIES 2

Tanushree Maiti
Giga Sage

Navigate to experiences -> select your Workspace > UX page Properties> Look for the correct property and comment out the tab which you don't want.

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Regards
Tanushree Maiti
ServiceNow Technical Architect
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Attila Beregvar
Kilo Sage

Thanks, it was not exactly the solutioin, as there was no property to configure these things, but this pointed me to the direction of opening it in the UI builder and checking the UI components. There, the visibility can be controlled, although it's not 100% clear what is the best practice and if it's recommended to touch the workspace itself due to customization and upgrade effects.