Define audience for new lists in Portfolio Planning

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Manage who can view the newly created categories and lists in the Lists page of Portfolio Planning Workspace.

    Before you begin

    Customize Lists in Portfolio Planning Workspace.

    Role required: admin

    Procedure

    1. Navigate to sys_ux_applicability_m2m_list.list.
    2. Select New.
    3. On the form, fill in the fields.
      For field information, see List Applicability form.
    4. Select Submit.