Define audience for lists in Portfolio Planning

task brazil Updated Sep 10, 2026 1 min read define-audience-for-new-lists-portfolio-planning.md
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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.

Keywords alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspace
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