Lens configuration in Strategic Planning

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    Your planning manager can use one of the nine pre-defined lenses - Project Portfolio, Project Program, Organization, Strategic Investments, Product, Digital Product, Value Stream, Goals, and Business Capability - to create portfolio plans, or you can set up a custom lens structure for them.

    Pre-defined lens Custom lens
    1. Navigate to the Lenses list and add Epic as a planning item for each of the pre-defined lenses. See Lens form.
    2. (Optional) Change the structure for these lenses per your requirements. See Add or modify lens structure in Strategic Planning.
    3. For the planning items types included in the Product or Strategic Investment lenses, ensure that all necessary form and list views have a field for the bottom entity of the lens.
    4. For Product or Strategic Investment lenses, update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See Customize the planning item display preferences for Prioritization and Roadmap.
    5. Configure integration with a ServiceNow execution application of your choice. See Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.
    1. Create or modify a lens in Strategic Planning.
    2. Add or modify lens structure in Strategic Planning.
    3. Associate planning items to the bottom entity of the lens. See Lens structure form.
    4. Ensure that all APW form views of all planning item types include a field for the bottom entity of the lens.
    5. Update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See Customize the planning item display preferences for Prioritization and Roadmap.
    6. Validate and activate your lens. See Activate a lens in Strategic Planning.
    7. Configure integration with a ServiceNow execution application of your choice. See Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.