Strategic Portfolio Planning - Which Lens is better for this scenario?!!

Not applicable

‎03-14-2025 07:51 AM

Hello,

 

I have a question regarding which Lens or customized Lens fits better for this scenario below:

A Company has multiple Portfolios, some of them are used SAFe framework based on value streams, products, features, epics,... and others use Waterfall, Scrum, Hybrid with a more traditional Portfolio mgmt approach.

Portfolio type 1:

Value Stream > Product // Demands > Epics 


Portfolio type 2:
Portfolio > Program > Project // Demands > Projects

Is there any way to create a unique strategic portfolio planning view able to evaluate both together?
What is the best approach to create this relationship?

Thank you!!

 

0 Helpfuls
  • 952 Views
1 REPLY 1

sethbabcock
Tera Contributor

2 weeks ago

I was just playing with a similar idea. I don't need to do as much for my use case, so I am going to use a free-form roadmap and build it from there.

You could make both custom lenses, but have it allow all three planning item types. You could then make the portfolio plan you want to compare the two. Once you get into the portfolio plan, you can then use the hierarchy view to apply the different lenses to compare, as that would give you a list view combined with a roadmap view.

0 Helpfuls