Lenses in Portfolio Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Flexibly switch planning perspectives to prioritize, roadmap, and view the alignment of work using personalized portfolio plans. Improve enterprise planning by discovering planning insights that drive shared outcomes.

    Lenses

    Lens in Portfolio Planning indicate a perspective by which you can prioritize and plan your work. Lens and its structure represent the way that different planning managers choose to prioritize, fund, and plan work. For example, depending on your role, you can plan work from the perspective of a delivery organization, strategic investment, product, and others.

    Pre-defined lenses and their structure

    Portfolio Planning provides two pre-defined lenses to get you started with building your portfolio plans - Organization and Project Portfolio.

    Planning managers can use these lenses based on their role at the company. Each lens includes multiple levels, that the personas can plan at, and together these levels form the structure for that lens.

    Lens Planning levels Planning manager Description
    Organization
    • Company
    • Business unit
    • Department
    • Department head
    • Business unit head

    Visualize how work is aligned to company's objectives
    Project Portfolio

    Portfolio
    • Product manager
    • Portfolio manager
    		 Visualize how work is aligned to portfolios across the company
    Project Program
    • Portfolio
    • Program
    • Portfolio manager
    • Program manager
    		 Plan, prioritize, and roadmap the work in your programs.

    You can work with your administrator to modify the structure for these pre-defined lenses. For more information, see Configuring lens in Portfolio Planning.

    Start creating portfolio plans to improve the alignment of your work with the business strategy. See Create a portfolio plan.