Create or modify a lens in Strategic Planning
Start defining your company's planning perspectives in Strategic Planning by creating a lens.
Before you begin
Role required: admin
About this task
Create a lens record and add the type of items (Project, Demand, and others) that can be planned using this lens. The type of planning items that you associate with the lens are the only type of work that the planning managers can use, in their portfolio plans.
Procedure
Navigate to All > Strategic Planning > Lenses.
Select New.
On the form, fill in the fields.
For field information, see Lens form.
Select Submit.
What to do next
Add or modify lens structure in Strategic Planning.
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