Activate a lens in Portfolio Planning

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

    • Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.

    Before you begin

    Role required: admin

    About this task

    If you've changed the structure of an existing lens, validate its configuration and set its state to Active.

    Planning managers can create portfolio plans using only lenses that are active. For a lens to be available in the workspace for a planning manager, its configuration must be valid and must be in the Active state.

    Procedure

    1. Navigate to All > Portfolio Planning > Lenses.
    2. From the Lenses list, select a lens.
    3. On the lens form, click the Validate Lens related link.
      • If the lens configuration is valid, a success message prompts you that you can now activate it.
      • If the lens configuration isn’t valid, use the error messages to understand the issues and fix the configuration.

        Try validating the lens using the related link again.

    4. Select the Active field and save the form.