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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a portfolio plan

# Create a portfolio plan {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Use lens and build a personalized portfolio plan in Portfolio Planning
Workspace so that you can start to prioritize and align work in the planing perspective of
your choice.

## Antes de Iniciar

Role required: sn_align_core.apw_user or business_stakeholder

## Procedimento

1. Navigate to WorkspacesPortfolio Planning WorkspacePortfolio Planning.
2. Select New.  
   If there are no portfolio plans existing, select Create your first portfolio plan.  
   The Create Portfolio plan wizard is shown.
3. Make your selections by using the Create Portfolio plan wizard.
   1. Select a lens.
   2. For the selected lens, choose the entity type and the desired entities of that type.  
      The entity type represents the perspective that you plan your work
      in. For example, if you've chosen the Organization lens, you can
      select Business Unit as your entity type, and then select the
      required business units, to plan work from their perspective.

      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. Select the type of planning items that you want to include in your portfolio plan.  
      You can further filter the planning item data with additional
      conditions.
   4. Fill in the details of the portfolio plan.  
      Provide the information of the portfolio plan's name, start and end
      dates, and description.

   {#create-portfolio-plan-in-portfolio-planning-workspace__substeps_l34_sj2_gvb}  
   You can use the Previous and Next buttons to navigate between the steps.
4. Select Create.
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## Resultado

The portfolio plan is created and the page is refreshed to show the Planning page for this new portfolio plan. You can view the list of all portfolio plans that you own or shared with you from the Home page.  
Planning items that meet the following criteria appear in the portfolio plan:

* Planning items that belong to one of the entity types selected in Step 3(b)
* Planning items that match the planning item types selected in Step 3(c)
* Planning items with an approved start date or an end date that falls within the portfolio plan timeline
* Planning items that don't have both Approved start and Approved end dates

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Nota:  
If any demands were converted into projects in Project Portfolio Management, only the resulting project planning items (converted from demands) appear in the portfolio plan.

## O que Fazer Depois

* Analyze the backlog and prioritize work for your portfolio plan. See [Prioritizing portfolio plan work in Portfolio Planning](https://servicenow-prod.fluidtopics.net/zUtpsPMGX_JLleri7KCsXA "Use the Prioritization feature of the Portfolio Planning Workspace to add, update, and rank planning items so that you can prioritize the right work for the right time.").
* Roadmap the prioritized work to visualize and track progress of your plans. See [Planning roadmaps in Portfolio Planning](https://servicenow-prod.fluidtopics.net/iHC00IAXS1VepYtMfvLiCQ "Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.").
* [Modify a portfolio plan](https://servicenow-prod.fluidtopics.net/tAuJCdB1XdVNssneU9xNAQ "Update the details of a portfolio plan in Portfolio Planning Workspace or delete it, to reflect the changes in your planning priorities.").
* Show or hide features for your portfolio plan according to your requirement while sharing a portfolio plan with your stakeholders. See, [Show or hide the features for a portfolio plan](https://servicenow-prod.fluidtopics.net/Jpmi2GXcDEw6E1vnD8Y3OQ "As a portfolio manager, show or hide the features (for example, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.").
* [Share a portfolio plan with stakeholders](https://servicenow-prod.fluidtopics.net/BnK9xuMXmBufLVwFa6cIHA "Share your portfolio plan with stakeholders and other planning managers so that they have visibility into the plan's progress and start collaborating.").
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