Remove New Expense Line button on financials section in project workspace or strategic planning
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10-27-2025 01:27 AM
We don’t want the “New Expense Line” button available in the Financials section of Project Workspace or Strategic Planning records without directly modifying the OOTB ACLs.
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02-14-2026 08:29 AM
@sidwahid I am also looking for the same answer. Did you manage to Remove the button?
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03-17-2026 08:27 PM
I'm also looking to remove this button specifically but have had no luck, just checking if anyone has managed this?
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2 weeks ago
Found the solution:
We had to edit the script include named "FinancialsCoreUIUtil".
Code lines 95-99.
Change from:
=========
excludeExpenseLineForTables: function(table) {
const investmentFundingUtilHelper = new InvestmentFundingUtil();
return
investmentFundingUtilHelper.isTablePresentInHierarchy(table,
"sn_align_core_demand") ||
investmentFundingUtilHelper.isTablePresentInHierarchy(table,
"dmn_demand");
},
=============
To:
===================
excludeExpenseLineForTables: function(table) {
return true;
// const investmentFundingUtilHelper = new InvestmentFundingUtil();
// return
investmentFundingUtilHelper.isTablePresentInHierarchy(table,
"sn_align_core_demand") ||
investmentFundingUtilHelper.isTablePresentInHierarchy(table,
"dmn_demand");
},
==================
This will hide the dropdown button "New Expense line" and should not affect any functionality.
Hope this helps!
