---
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


---

# Enable high-level planning for a lens entity

# Enable high-level planning for a lens entity {#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

To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

## Antes de Iniciar

[Create portfolio plan configuration for high-level planning](https://servicenow-prod.fluidtopics.net/9_kiK~YuINh2idCiyA3Qzw "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.").

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

For the table that you want to enable high-level planning, set the Planning enabled field to Yes in the Lens form. Completing this task would enable your planning managers to
create portfolio plans using this table as a planning item, in Strategic Planning Workspace.

For this task, consider the example of Strategic Investments as the lens and the Strategic Priority \[sn_gf_strategy\] table as the high-level planning entity.

## Procedimento

1. Navigate to AllStrategic PlanningLenses.
2. Select and open the lens that you want to use for high-level planning.  
   For example, select Strategic Investments.
3. In the Lens structures related list of the Lens form, set the Planning enabled field of your high-level entity to true.  
   For example, set the Planning enabled field of Strategic Priority entity to true.

   If your high-level entity is not a part of your lens structure, you can add it. 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.").

4. Save the Lens form.

## Resultado

Your planning managers can now create portfolio plans on the Strategic Investment lens and use Strategic Priority as their planning item.  
Importante:  
Once a portfolio plan is creating based on this entity, you can neither disable high-level planning for it nor delete the entity record from the lens structure.

## O que Fazer Depois

[Populate global rank for high-level planning items](https://servicenow-prod.fluidtopics.net/tDFOSEQQKhi2l16e0bm~WA "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, populate global rank for existing records of this table.").