Strategic Planning Workspace - Portfolio plans financial view
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3 hours ago
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!
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Project Portfolio Management
