Customize the left pane view for financials

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > System Definition > Tables.
    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 controls > View > Financials View.
      Select financial view.
      The selected view (Cost plan financials view.) is displayed on the header.
    5. Select the header options to configure list layout.
      Configure list layout option selection.
    6. Add or remove the fields in the Selected column to customize the left pane view in financials view.
    7. Select Save.

    결과

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