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Planview Customer Success Center

How to hide sections (fixed fee, expenses, ...) in the budget window? (2014 SP2)

QUESTION

In our organisation we're not using all of the 4 types of budgetable entities (service, expense, fixed fee, product). Is it possible to hide any of these sections?

 


ANSWER

Yes this is possible. In system management - user interface - meta data - budget, there are some items that have (tab) at the end. Please set these to hidden to hide the corresponding tab in the budget window.

It is also possible to hide the Summary tab and the Access tab.