Customize the left pane view for financials
task brazil Updated Sep 10, 2026 1 min read customize-fin-left-pane-prj-wrkspc.md
Customize the left pane for financials to view custom field information.
Before you begin
Role required: admin
Procedure
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Navigate to All > System Definition > Tables.
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Filter the Label field to locate and open the Cost Plan table.
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Select the Show List related link.
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Select the financials view by navigating to List controls > View > Financials View.
The selected view is displayed on the header.
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Select the header options to configure list layout.
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Add or remove the fields in the Selected column to customize the left pane view in financials view.
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Select Save.
Result
Cost plans table with customized fields for Financials View is displayed.
Parent Topic:Configure financials for Project Workspace
48 lines · 1.6 KB
---
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/it-business-management/project-workspace/customize-fin-left-pane-prj-wrkspc.html
release: brazil
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure financials for Project Workspace, Configuring Project Workspace, Project Workspace, Project Portfolio Management, 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**.
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.
**Parent Topic:**[Configure financials for Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/config-fin-pws.md)
| 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/it-business-management/project-workspace/customize-fin-left-pane-prj-wrkspc.html |
| release | brazil |
| product | Project Workspace |
| classification | project-workspace |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure financials for Project WorkspaceConfiguring Project WorkspaceProject WorkspaceProject Portfolio ManagementStrategic Portfolio Management |