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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Lens Form

Learn about the fields of the Lens form. Use this form to create a lens in Portfolio Planning.

FieldDescription
NameName of the lens.
ActiveIndicates if the lens is active.
DescriptionBrief description of the lens.You can indicate the business purpose of this lens and the planning managers that would use this lens.
Planning itemsType of work that can be planned using this lens.Move the desired planning item types from the Available list to the Selected list.

Parent Topic:Form field information for Portfolio Planning