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sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

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ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

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---

# Configuring lens in Portfolio Planning

# Configuring lens in Portfolio Planning {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Learn about lens structure and pre-defined lenses in Portfolio Planning so that you can configure a lens that represents your company's planning process.

## Lens structure {#configuring-lens-in-portfolio-planning__section_yx1_g5l_fvb}

Each lens in Portfolio Planning consists of a structure that is made up of lens entities. These entities represent different levels of planning. Planning managers can build portfolio plans at one of these levels, and create plans for the type of work items that are associated to this lens.Figura 1. Sample lens structure

## Pre-defined lenses in Portfolio Planning {#configuring-lens-in-portfolio-planning__section_pgv_3rt_cwb}

Two pre-defined lenses, Organization and Project Portfolio are available.  
For example, the Organization lens has Company, Business Unit, and Department as its entities. A department head can create a portfolio plan at the department level, and start to prioritize and roadmap the department's work. This work can be in the form of projects, demands, or any other custom type that is configured.Figura 2. Lens structure of pre-defined lens

In the Portfolio Planning Workspace, planing managers can get started with creating portfolio plans with one of the pre-defined lenses.

## Planning items for a lens {#configuring-lens-in-portfolio-planning__section_als_wg4_fvb}

For every portfolio plan that is built using a lens, only those item types that are included with that lens are available for planning. For example, a lens XYZ has just demands added to it. Then, in any portfolio plan that is
built using the XYZ lens, work can be planned in the form of demands only.

## Configuring lens and lens structure {#configuring-lens-in-portfolio-planning__section_tys_g5l_fvb}

You can either use a pre-defined lens as it is or update its existing configuration.  
* To use the lens as it is, complete your lens setup by configuring integration with a ServiceNow Project Portfolio Management.

  See [Configuring Portfolio Planning with PPM](https://servicenow-prod.fluidtopics.net/t9wIXTLnW8L74Oez0gEJ8A "Understand the process required to set up Portfolio Planning to work with ServiceNow Project Portfolio Management.").
* To update the lens configuration:
  * Change the planning items included within the lens. See [Lens Form](https://servicenow-prod.fluidtopics.net/uZqNQuIDuwegdIhMWl5z1w "Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.").
  * Add more entities to the lens structure. See [Modify lens structure in Portfolio Planning](https://servicenow-prod.fluidtopics.net/ubDRpB8tI5xzz42_9sXXgQ "Add or modify entities for your lens structure so that your planning managers can start creating their portfolio plans in Portfolio Planning.").
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