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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama 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}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## 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 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.

## Result

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

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