Customize the left pane view for financials

  • Release version: Zurich
  • Updated July 31, 2025
  • 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 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.
      The selected 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.