Create a high-level portfolio plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Build a portfolio plan for high-level items (programs) in the Portfolio Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these programs.

    Antes de Iniciar

    Role required: sn_align_core.apw_user or business_stakeholder

    Por Que e Quando Desempenhar Esta Tarefa

    You can create high-level planning only for Program (pm_program) planning items and is supported by the Project Program lens.

    In this task, select the Project Program lens, add conditions to filter the planning item data that you need, and enter additional details to build a portfolio plan.

    Procedimento

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. From the Portfolio Plans page, select New.
      If there are no existing portfolio plans, select Create your first portfolio plan.
    3. Select Project Program lens for your high-level planning.
      The Create portfolio plan wizard is shown.
    4. For the lens, select Programs as work items for planning.
      1. For the lens, select work that you want to plan.

        For example, you want to manage work for programs in your company. Select Programs as your high-level planning item. This enables you to plan for programs and review the work aligned to these programs.

        High-level planning wizard.

      2. Add conditions to further filter the data of your planning items.

        For example, you are responsible for the programs of the Customer Support department. You can set a condition to filter programs of only the Customer Support department from the Program table.

        You can also add multiple conditions to help you set a complex filter and add the right kind of data to your portfolio plan.

      3. Fill in the details of the portfolio plan.

        Provide the information of the portfolio plan's name, owner, start and end dates, and description.

      Use the Previous and Next buttons to navigate between the steps.
    5. Select Create.

    Resultado

    The portfolio plan is created and the page is refreshed to show the Planning page. You can view the list of all portfolio plans that you own or shared with you from the Home page.

    O que Fazer Depois

    Analyze the backlog and prioritize work for your portfolio plan. See Prioritizing portfolio plan work in Portfolio Planning.