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

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    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Lens configuration in Strategic Planning

# Lens configuration in Strategic 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 how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager.

Your planning manager can use one of the nine pre-defined lenses - Project Portfolio, Project Program, Organization, Strategic Investments, Product, Digital Product, Value Stream, Goals, and Business Capability - to create
portfolio plans, or you can set up a custom lens structure for them.  
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| Pre-defined lens | Custom lens |
|-|-|
| 1. Navigate to the Lenses list and add Epic as a planning item for each of the pre-defined lenses. See [Lens form](https://servicenow-prod.fluidtopics.net/DPWxhhk7Lz3RJv6PtgowVw "Learn about the fields of the Lens form. Use this form to create a lens in Strategic Planning."). 2. (Optional) Change the structure for these lenses per your requirements. See [Add or modify lens structure in Strategic Planning](https://servicenow-prod.fluidtopics.net/TKEgHPehEB~4YWBAiiL7wA "Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning."). 3. For the planning items types included in the Product or Strategic Investment lenses, ensure that all necessary form and list views have a field for the bottom entity of the lens. 4. For Product or Strategic Investment lenses, update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See [Customize the planning item display preferences for Prioritization and Roadmap](https://servicenow-prod.fluidtopics.net/kbN_qJhNlWTxFk~a41Dnnw "Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace."). 5. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://servicenow-prod.fluidtopics.net/_M49SDPPvROg7u3QOKObzQ "Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management."). {#configuring-lens-in-alignment-planner-workspace__ul_cw4_xtl_fvb} | 1. [Create or modify a lens in Strategic Planning](https://servicenow-prod.fluidtopics.net/zFm_njvTDUFgJEwH6tQMGg "Start defining your company's planning perspectives in Strategic Planning by creating a lens."). 2. [Add or modify lens structure in Strategic Planning](https://servicenow-prod.fluidtopics.net/TKEgHPehEB~4YWBAiiL7wA "Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning."). 3. Associate planning items to the bottom entity of the lens. See [Lens structure form](https://servicenow-prod.fluidtopics.net/yHuVgJQCga6L1VTTQdzKoA "Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning."). 4. Ensure that all APW form views of all planning item types include a field for the bottom entity of the lens. 5. Update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See [Customize the planning item display preferences for Prioritization and Roadmap](https://servicenow-prod.fluidtopics.net/kbN_qJhNlWTxFk~a41Dnnw "Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace."). 6. Validate and activate your lens. See [Activate a lens in Strategic Planning](https://servicenow-prod.fluidtopics.net/9fr0xEp879tYYMQlaYsH2A "Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens."). 7. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://servicenow-prod.fluidtopics.net/_M49SDPPvROg7u3QOKObzQ "Understand the process required to set up Strategic Planning to work with Agile Development 2.0, Scaled Agile Framework, Next Experience for Demand Management, and Project Portfolio Management."). {#configuring-lens-in-alignment-planner-workspace__ol_s2c_jd4_fvb} |
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