Custom Tabs and Fields in Planning
You can customize the tabs, fields, and grids that display in Planning.
Before you customize these options, review the following guidelines for User Defined Components () and Planning:
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Labor, Expenses, Consultants, Units, and Summary tabs — You can add fields and grids to each of these tabs. The new information must not overlap the standard fields and grids or they will not display properly. You cannot add columns to the existing grids on these tabs.
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Rates and Analysis tabs — You can add fields and grids to each of these tabs. The new information must not overlap the standard fields and grids or they will not display properly. The fields and grids that display on these tabs are determined by the budget that is in use. For example, if you change the budget type from Cost to Billing, different fields will display on these tabs. You cannot add columns to the existing grids on these tabs.
Your System Administrator can use the Tab Designer to customize the General tab of Project Planning.