Get a first look at what's coming. The Developer Passport Australia Release Preview kicks off March 12. Dive in! 

Strategic Planning Workspace - Portfolio plans financial view

tarik ikoubaane
Tera Contributor

Hi Community,

I have a customer requirement related to the Financial view in Portfolio Planning within the Strategic Planning Workspace, and I'm stuck on two things:

1. Hide the "Budget Status" column permanently from the financial view in Portfolio Planning.

2. Add a custom field from the project table to be displayed as a column in this same financial view.

I cannot find any configuration, view editor, or UI Builder page that controls the default layout of this widget. I also searched all related tables for any field named "budget_status" but found nothing.

Has anyone managed to customize this view or identify the source of the Budget Status field? Any pointers would be greatly appreciated!

0 REPLIES 0