Customize the left pane view for financials

---
title: Customize the left pane view for financials
description: Customize the left pane for financials to view custom field information.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/customize-fin-left-pane-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]
---

# Customize the left pane view for financials

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**.

    \[Omitted image "fin-cost-plan-fin-view-selection-gif.gif"\] Alt text: Select financial view.

    The selected view \(\[Omitted image "financials-view-cost-plan-table.png"\] Alt text: Cost plan financials view.\) is displayed on the header.

5.  Select the header options to configure list layout.

    \[Omitted image "financials-config-list-layout-gif.gif"\] Alt text: 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**.


## Result

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