Customizing the Planning Workspace

You can customize your workspace using the Lightning App Builder as follows:

• To rearrange or swap components on your workspace page, edit the workspace layout.
• To add the custom navigation pane, alerts, and counts on your workspace page, see Customizable Lightning Components Overview.
• To enable the variance report record on your workspace page, see Enabling the Workspace Report Configuration.

Tip:

When you edit any workspace, your changes are saved in a new page. As more than one page with the same name can exist in an org, we recommend you change the default name of the new page in a way that can be easily identified.

For more information about the Salesforce Lightning App Builder, see the Salesforce Help.