Portfolio plans overview

Portfolio plans are custom plans per planning manager that are built using a lens. A portfolio manager can use the Project Portfolio lens to plan in the perspective of portfolios, and a department head can use the Organization lens to plan in the perspective of a department.

As a planning manager, you can create multiple portfolio plans using different lenses. Visualize the plans and progress of work from different perspectives and share them with stakeholders.

High-level planning using portfolio plans

In Portfolio Planning, you can prioritize and roadmap programs (pm_program) for your organization by building high-level portfolio plans. High-level planning items usually span across multiple business units, departments, or portfolios of a company. These high-level planning items help you further breakdown a company's priorities and achieve specific milestones and outcomes.

Using the Hierarchy view, review the work pipeline and drill down to the low-level planning items that are associated with your programs.

For example, as an EPMO, you can view the epics associated with each program.

You can use Programs (pm_program) from the Project Program lens to create high-level portfolio plans. See Create a high-level portfolio plan.

Here's a sample portfolio plan that shows a few programs of the company and the low-level work (projects and demands) that are aligned with them.

Start creating portfolio plans to align work with your company's objectives. See Managing portfolio plans in Portfolio Planning.