---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/de-DE/it-business-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add or modify lens structure in Strategic Planning

# Add or modify lens structure in Strategic Planning {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Add entities to your lens and build its structure so that your planning managers can
start creating their portfolio plans in Strategic Planning.

## Vorbereitungen

Ensure that your application scope is set to Portfolio Planning Core.

Role required: admin

## Warum und wann dieser Vorgang ausgeführt wird

For a lens, add entities to build a new lens structure or to modify the existing
structure. You can add up to six entities in a lens structure. For more information
on lens and its structure, see [Lens configuration in Strategic Planning](https://www.servicenow.com/docs/YZVWCcyAY2LeWXo6wpEJ0w "Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager.").

## Prozedur

1. Navigate to AllStrategic PlanningLenses.
2. From the Lenses list, select a lens for which you want to add or update the lens structure.
3. Add an entity to the lens structure.
   1. From the Lens structure related list, select New.
   2. On the form, fill in the fields.  
      For field information, see [Lens structure form](https://www.servicenow.com/docs/kd3ZPXc8qujRGeUYl1FXAQ "Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in Strategic Planning.").
   3. Select Submit.
   {#define-lens-structure-in-alignment-planner-workspace__substeps_mvj_grt_fvb}
4. Repeat step 3 to complete adding all your lens entities.  
   * Add the entities in a top-down manner:Add the top-level entity
     first, followed by the second-level entity, followed by the
     third, and so on.

   * Ensure that every entity, except the top-level, has a parent entity reference.For example, the second-level entity must refer to
     the top-level entity as its parent.

   {#define-lens-structure-in-alignment-planner-workspace__ul_t34_yrt_fvb}

## Nächste Maßnahme

1. Verify that the Planning item table \[sn_align_core_planning_item\] has a field that references the bottom entity of this lens.
2. Ensure that the following form views for all the planning item types that are associated in your lens contains a field for the bottom entity of your lens structure.
   * APW Preview
   * APW New
   * APW Default
   {#define-lens-structure-in-alignment-planner-workspace__ol_nlx_pst_fvb}
3. Update the roadmap configuration for the tables all planning item types that you associate with this lens:Add the bottom entity of this lens structure
   and its parent to Group by fields and
   Color by fields. These fields are used as the
   default group by and color by settings for the portfolio roadmap. See
   [Customize the planning item display preferences for Prioritization and Roadmap](https://www.servicenow.com/docs/LRopx5JnC2oWMJlPcCgEag "Update the default display configuration of planning item attributes in Prioritization, portfolio plan Roadmap, and Free-form roadmap pages so that data relevant to you is displayed in Strategic Planning Workspace.").

4. Validate your lens configuration and activate it. See [Activate a lens in Strategic Planning](https://www.servicenow.com/docs/ne73pMXsG1EW3My8oyA6dw "Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.").
{#define-lens-structure-in-alignment-planner-workspace__ol_dyj_hst_fvb}