Lenses in Portfolio Planning

concept australia Updated Sep 10, 2026 1 min read lens-and-portfolio-plans.md
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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 three pre-defined lenses to get you started with building your portfolio plans - Organization, Project Portfolio, Project Program.

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.

[Omitted image "predefined-lenses-sp.png"] Alt text: Predefined lenses - Project Portfolio, Project Program, Organization, Strategic Investments, Product, Digital Product, Value Stream, Goals, and Business Capability.

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.

Planning item

Planning items

  • Portfolio manager
  • Program manager

Plan, prioritize, and roadmap the work directly with planning items, without configuring organization structure, programs, portfolios, or products.

You can work with your administrator to modify the structure for these pre-defined lenses. For more information, see [Configuring lens in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/configuring-lens-in-portfolio-planning.md).

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

Parent Topic:Exploring Portfolio Planning

Keywords alignment planner workspaceportfolio planning workspaceportfolio plannerstrategic plannerstrategic planning workspace
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