Create or modify a lens in Strategic Planning

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Start defining your company's planning perspectives in Strategic Planning by creating a lens.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    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.

    프로시저

    1. Navigate to All > Strategic Planning > Lenses.
    2. Select New.
    3. On the form, fill in the fields.
      For field information, see Lens form.
    4. Select Submit.

    다음에 수행할 작업

    Add or modify lens structure in Strategic Planning.