Personalizing Planning and Budgeting Cloud Service Workspace for Reporting Settings

When using Planning and Budgeting Cloud Service Workspace, you can customize the appearance of the user interface. Use the View menu or user preferences for customization.

Note:

User interface settings set on the View menu override default settings defined in the General Preferences tab and remain in effect until you log off.

Table 2. Customization Tasks for Workspace Modules and Menu Commands

Customization Task	Modules	Menu Bar Command
Show/hide View pane	All modules	View, then View Pane
Show/hide Masthead	All modules	View, then View Masthead
Resize View pane and content area or Masthead	All modules	See Resizing the View Pane and Content Area or Resizing the Masthead
Which file types are listed in the content area	Explore	View, then Display Items of Type. See Displaying Specific File Types
Whether to show hidden files in the content area	Explore	View, then Show Hidden
Which item properties are displayed in the content area	Explore	View, then Show Columns. See Displaying Columns
Sort items in the content area	Explore	See Sorting Items