Lens Form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.

    Table 1. Lens form
    Field Description
    Name Name of the lens.
    Active Indicates if the lens is active.
    Description Brief description of the lens.

    You can indicate the business purpose of this lens and the planning managers that would use this lens.
    Planning items Type of work that can be planned using this lens.

    Move the desired planning item types from the Available list to the Selected list.