Create a portfolio plan

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 6분

    • Use lens and build a personalized portfolio plan in Strategic Planning Workspace so that you can start to prioritize and align work.

    시작하기 전에

    Role required: sn_align_core.apw_user or business_stakeholder

    이 태스크 정보

    Use a four-step wizard to select a lens, add conditions to filter the planning items that you need, and enter additional details to create a portfolio plan.

    (For Enterprise Architecture Workspace users only) You must install Enterprise Architecture Workspace to create a portfolio plan using the Business Capability lens. You must have the sn_apm.apm_user role to create a portfolio plan using the Business Capability lens.

    This task guides you on creating a regular work item-level portfolio plan. To create high-level portfolio plans, see Create a high-level portfolio plan.

    프로시저

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the Portfolio Plans page, select New.
      If there are no existing plans, select Create your first portfolio plan.
    3. Make your selections by using the Create Portfolio plan wizard.
      1. Select a lens.
      2. For the selected lens, choose an entity type and the desired entities of that type.

        The entity type represents the level that you plan your work in.

        For example, to plan work for the HR department, select the Organization as lens, Department as your entity type, and HR from the list of departments. This selection ensures that only the work associated with the HR department is added to your portfolio plan.

      3. Select the type of planning items that you want to include in your portfolio plan.

        You can further filter the planning item data with additional conditions.

        For example, to plan and track progress for all HR projects created this year, select Project as your planning item and add a condition to filter all the HR projects created this year.

        You can also add multiple conditions to set a complex filter and add the right planning items to your portfolio plan.

        Select planning items and add conditions for portfolio plan.

      4. Fill in the details of the portfolio plan.

        Provide the portfolio plan's name, owner, start and end dates, and description.

        중요사항:
        The start and end dates for your portfolio plan act as a date range filter for all the planning items that get added to the plan.

        For example, if your portfolio plan spans from March 1, 2023, to July 6, 2024, then the projects approved with start and end dates in Feb 2023 won't appear in the plan, despite meeting the "created in 2023" criteria.

      5. Select a scoring framework using the drop-down values or from the Scoring framework window.
        To create a custom scoring framework for your portfolio plan, select Explore scoring frameworks.Select a scoring framework for your portfolio plan.
      You can use Previous and Next to navigate between the steps.
    4. Select Create.

    결과

    The portfolio plan is created and the page is refreshed to show the Goals, Scoring, and Planning pages for this new portfolio plan. You can view the list of all portfolio plans that you own or are shared with you from the Home page.

    Planning items that meet the following criteria appear in the portfolio plan:
    • Planning items that belong to one of the entity types selected in Step 3(b)
    • Planning items that match the planning item types selected in Step 3(c)
    • Planning items with an approved start date or an end date that falls within the portfolio plan timeline
    • Planning items that don't have both Approved start and Approved end dates
    주:
    If any demands were converted into projects in Project Portfolio Management, only the resulting project planning items (converted from demands) appear in the portfolio plan.

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