---
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 high-level portfolio plan

# Create a high-level 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

Build a portfolio plan for high-level strategic items in the Strategic Planning Workspace so that you can prioritize, roadmap, and manage work aligned to these strategic items.

## Antes de Iniciar

Role required: sn_align_core.apw_user or business_stakeholder

## Por Que e Quando Desempenhar Esta Tarefa

By default, you can select the Strategic Investments lens and use Initiatives or Strategic Programs, or select the Project Program lens and use Programs as your high-level planning items. You can also select the Digital Product lens and use the Product Enhancement entity for high-level planning. If you want to plan using a different item, work with your admin to enable
those items in your ServiceNow instance. For more information on the configuration, see [High-level planning configuration in Strategic Planning](https://servicenow-prod.fluidtopics.net/EO0xpKHVFw0F~WfFbFpFUg "If your planning managers need high-level planning enabled for items other than the default ones, you need to update the configuration for lens entities and portfolio plans.").

In this task, select a 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 WorkspacesStrategic Planning WorkspacePortfolio Planning.
2. From the Portfolio Plans page, select New.  
   If there are no existing portfolio plans, select Create your first portfolio plan.
3. Select a lens for your high-level planning.  
   By default, the Strategic Investments and Project Program lenses are enabled for high-level planning.  
   Nota:  
   Don't select Goals lens because the Goal \[sn_gf_goal\] table doesn't support high-level planning.  
   The Create portfolio plan wizard is shown.
4. Make your selections by using the Create portfolio plan wizard.
   1. For the selected lens, choose the type of work that you want to plan.  
      For example, you want to manage work for initiatives in your company. Select Initiatives as your high-level planning item. This enables you to plan for initiatives and review the work aligned to these
      initiatives.

   2. Add conditions to further filter the data of your planning items.  
      For example, you're responsible for the initiatives of the Customer Support department. You can set a condition to filter initiatives of only the Customer Support department from the Initiative table.

      You can also add multiple conditions to help you set a complex filter and add the right information 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.
   4. Select a scoring framework using the drop-down values or from the Scoring framework window.  
      To create a custom scoring framework for your portfolio plan, select Explore scoring frameworks.

   {#high-level-portfolio-plan-strategic-wkspc__substeps_l34_sj2_gvb}  
   Use the Previous and Next buttons to navigate between the steps.
5. Select Create.
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## Resultado

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

## O que Fazer Depois

* Define goals for your portfolio plan and align work to them. See [Managing portfolio plan goals in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/wA2EcKtLW32NTN1k6MLeJg "Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes.").
* Analyze the backlog and prioritize work for your portfolio plan. See [Prioritizing portfolio plan work in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/AkiwNSJlS1LyMxP6xribfA "Review the work pipeline for your portfolio in Strategic Planning Workspace. Add, update, and rank planning items so that you can prioritize the right work for the right time.").
* 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/LVLGBCwd6v2bAdkD5LlZyQ "As a portfolio manager, show or hide the features (for example, Goals, Scoring, Prioritization, Roadmap, and so on) for your portfolio plan as needed so that you can share only the required data with your stakeholders.").
{#high-level-portfolio-plan-strategic-wkspc__ul_n5c_hpb_gvb}