Create or modify a lens in Strategic Planning

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

    • Start defining your company's planning perspectives in Strategic Planning by creating a lens.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Create a lens record and add the type of items (Project, Demand, and others) that can be planned using this lens. The type of planning items that you associate with the lens are the only type of work that the planning managers can use, in their portfolio plans.

    Procedimento

    1. Navigate to All > Strategic Planning > Lenses.
    2. Select New.
    3. On the form, fill in the fields.
      For field information, see Lens form.
    4. Select Submit.

    O que Fazer Depois

    Add or modify lens structure in Strategic Planning.