---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Customise cost plan form

# Customise cost plan form {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Manage the fields required on the new cost plan form according to your organization needs.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllSystem DefinitionTables.
2. Filter the Label field to locate and open the Cost Plan table.
3. Select the Design Form related link.
4. On the header row, select Cost Plan \[cost_plan\] from the table list and Financials View from the view list.
5. On the form, you can:
   * Drag and drop the required fields from the Fields column.
   * Remove the existing fields using the Remove field icon.
   {#customise-cost-plan-form-fin-pp__choices_rml_sgf_cyb}
6. Select Save.

*[\>]: and then