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

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Customize the left pane view for financials

# Customize the left pane view for financials {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Customize the left pane for financials to view custom field information.

## Vorbereitungen

Role required: admin

## Prozedur

1. Navigate to AllSystem DefinitionTables.
2. Filter the Label field to locate and open the Cost Plan table.
3. Select the Show List related link.
4. Select the financials view by navigating to List controlsViewFinancials View.  
   The selected view (![Cost plan financials view.]()) is displayed on the header.
5. Select the header options to configure list layout.  
6. Add or remove the fields in the Selected column to customize the left pane view in financials view.
7. Select Save.

## Ergebnisse

Cost plans table with customized fields for Financials View is displayed.