Personalize the planning page view in Project Workspace

task brazil Updated Sep 10, 2026 2 min read personalize-planning-console-in-project-workspace.md

Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.

Before you begin

Role required: it_project_manager

About this task

Steps 2 through 4 provide guidance on customizing various aspects of the workspace. Choose the options that you want to apply.

Procedure

Open a project from the home page of Project Workspace.

For information, see Access the Project Workspace.
Use the side panel to customize your planning page view.
1. Select the Settings icon ([Omitted image "icon-settings.png"] Alt text: Settings icon.).
  
  The Settings side panel opens.
2. From the Columns tab, select the columns that you want to see on the data grid of the planning console.
  
  These columns provide information of the project tasks.
3. From the General tab, choose the attributes that you want to see on the timeline view.
  
  For example, you can display dependency lines, critical path, or project task names on the bars. Use the Display summary task option to show all the project tasks grouped under one project summary task.
4. From the Advanced tab, enable the auto-save option, change the date format for the planned date columns, and set the calculation mode to Manual or Automatic.
  
  You can change the calculation mode from Automatic to Manual, from the workspace, only if the project has no tasks.
View additional columns to the project tasks in the planning page view.

You can display additional columns beyond those available in the side panel. Customize the Project Workspace view of the project task list (pm_project_task_list.do). See Add columns to the planning page.

Note: You can personalize your settings for timescale, Displaying summary tasks, Bar labels, and Dependency lines. Any changes you make to the Display summary task settings and timescale view is saved in the preferences.
Reduce or increase the visibility of the project period on the timeline by changing the timescale.

Select the timescale icon ([Omitted image "icon-timesclae.png"] Alt text: Timescale icon.) and choose from Day, Week, Month, Quarter, Year, or Autofit.

Add columns to the planning page
Add columns to the planning page so that project managers can view custom fields for project tasks.

Parent Topic:Managing projects with Project Workspace

67 lines · 3.6 KB Wrap lines

---
title: Personalize the planning page view in Project Workspace
description: Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/project-workspace/personalize-planning-console-in-project-workspace.html
release: brazil
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Personalize the planning page view in Project Workspace

Customize the display of the planning page. Choose the data you want to see on the data grid and the timeline.

## Before you begin

Role required: it\_project\_manager

## About this task

Steps 2 through 4 provide guidance on customizing various aspects of the workspace. Choose the options that you want to apply.

## Procedure

1. Open a project from the home page of Project Workspace.

For information, see [Access the Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/access-new-project-workspace.md).

2. Use the side panel to customize your planning page view.

1. Select the Settings icon \(\[Omitted image "icon-settings.png"\] Alt text: Settings icon.\).

The Settings side panel opens.

2. From the Columns tab, select the columns that you want to see on the data grid of the planning console.

These columns provide information of the project tasks.

3. From the General tab, choose the attributes that you want to see on the timeline view.

For example, you can display dependency lines, critical path, or project task names on the bars. Use the Display summary task option to show all the project tasks grouped under one project summary task.

4. From the Advanced tab, enable the auto-save option, change the date format for the planned date columns, and set the calculation mode to Manual or Automatic.

You can change the calculation mode from Automatic to Manual, from the workspace, only if the project has no tasks.

3. View additional columns to the project tasks in the planning page view.

You can display additional columns beyond those available in the side panel. Customize the Project Workspace view of the project task list \(pm\_project\_task\_list.do\). See [Add columns to the planning page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/add-new-columns-to-planning-console.md).

**Note:** You can personalize your settings for timescale, Displaying summary tasks, Bar labels, and Dependency lines. Any changes you make to the Display summary task settings and timescale view is saved in the preferences.

4. Reduce or increase the visibility of the project period on the timeline by changing the timescale.

Select the timescale icon \(\[Omitted image "icon-timesclae.png"\] Alt text: Timescale icon.\) and choose from Day, Week, Month, Quarter, Year, or Autofit.

- **[Add columns to the planning page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/add-new-columns-to-planning-console.md)**
Add columns to the planning page so that project managers can view custom fields for project tasks.

**Parent Topic:**[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-workspace/use-projects-pw.md)