Customise cost plan form

---
title: Customise cost plan form
description: Manage the fields required on the new cost plan form as per your organization needs.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/customise-cost-plan-form-fin-pp.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for Portfolio Planning, Configure, Portfolio Planning, Strategic Portfolio Management]
---

# Customise cost plan form

Manage the fields required on the new cost plan form as per your organization needs.

## 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 **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.
6.  Select **Save**.