Modify lens structure in Portfolio Planning

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Add or modify entities for your lens structure so that your planning managers can start creating their portfolio plans in Portfolio Planning.

    Before you begin

    Ensure that your application scope is set to Portfolio Planning Core.

    Role required: admin

    About this task

    For a lens, add entities to modify its existing structure. You can add up to six entities in a lens structure. For more information on lens and its structure, see Configuring lens in Portfolio Planning.

    Procedure

    1. Navigate to All > Portfolio Planning > Lenses.
    2. From the Lenses list, select a lens for which you want to update the lens structure.
    3. Add an entity to the lens structure.
      1. From the Lens structure related list, select New.
      2. On the form, fill in the fields.

        For field information, see Lens structure form.

      3. Select Submit.
    4. Repeat step 3 to complete adding all your lens entities.
      • Add the entities in a top-down manner:

        Add the top-level entity first, followed by the second-level entity, followed by the third, and so on.

      • Ensure that every entity, except the top-level, has a parent entity reference.

        For example, the second-level entity must refer to the top-level entity as its parent.

        Parent references in a lens structure

    What to do next

    1. Verify that the Planning item table [sn_align_core_planning_item] has a field that references the bottom entity of this lens.
    2. Ensure that the following form views for all the planning item types that are associated in your lens contains a field for the bottom entity of your lens structure.
      • APW Preview
      • APW New
      • APW Default
    3. Update the roadmap configuration for the tables of all planning item types that you associate with this lens:

      Add the bottom entity of this lens structure and its parent to Group by fields and Color by fields. These fields are used as the default group by and color by settings for the portfolio roadmap. See Customize the display preferences for Prioritization and Roadmap in Portfolio Planning Workspace.

    4. Validate your lens configuration and activate it. See Activate a lens in Portfolio Planning.