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

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Lenses in Portfolio Planning

# Lenses in Portfolio Planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Flexibly switch planning perspectives to prioritize, roadmap, and view the alignment of
work using personalized portfolio plans. Improve enterprise planning by discovering planning
insights that drive shared outcomes.

## Lenses {#lens-and-portfolio-plans__section_cvz_dnf_fvb}

Lens in Portfolio Planning indicate a perspective by which you can prioritize
and plan your work. Lens and its structure represent the way that different planning managers
choose to prioritize, fund, and plan work. For example, depending on your role, you can plan
work from the perspective of a delivery organization, strategic investment, product, and
others.

## Pre-defined lenses and their structure {#lens-and-portfolio-plans__section_lxv_lwh_fvb}

Portfolio Planning provides two pre-defined lenses to get you started with
building your portfolio plans - Organization and Project Portfolio.

Planning managers can use these lenses based on their role at the company. Each lens includes
multiple levels, that the personas can plan at, and together these levels form the structure for
that lens.  
Figure 1. Structure of pre-defined lenses {#lens-and-portfolio-plans__table_xfv_x5h_fvb__entry__4}

| Lens | Planning levels | Planning manager | Description |
|-|-|-|-|
| Organization | * Company * Business unit * Department {#lens-and-portfolio-plans__ul_n2b_2vh_fvb} | * Department head * Business unit head {#lens-and-portfolio-plans__ul_i2l_vvh_fvb} | Visualize how work is aligned to company's objectives |
| Project Portfolio | Portfolio | * Product manager * Portfolio manager {#lens-and-portfolio-plans__ul_ck1_1sv_dwb} | Visualize how work is aligned to portfolios across the company |
| Project Program | * Portfolio * Program {#lens-and-portfolio-plans__ul_ezl_ycw_dbc} | * Portfolio manager * Program manager {#lens-and-portfolio-plans__ul_iny_ncw_dbc} | Plan, prioritize, and roadmap the work in your programs. |
| Planning item | Planning items | * Portfolio manager * Program manager {#lens-and-portfolio-plans__ul_iny_ncw_dbe} | Plan, prioritize, and roadmap the work directly with planning items, without configuring organization structure, programs, portfolios, or products. |
[ ]

{#lens-and-portfolio-plans__table_xfv_x5h_fvb}

You can work with your administrator to modify the structure for these pre-defined lenses. For more information, see [Configuring lens in Portfolio Planning](https://www.servicenow.com/docs/tGWqG_59oXd8VGzQCfpLZg "Learn about lens structure and pre-defined lenses in Portfolio Planning so that you can configure a lens that represents your company's planning process.").

Start creating portfolio plans to improve the alignment of your work with the business strategy. See [Create a portfolio plan](https://www.servicenow.com/docs/GE60v0YmPABXIGgeWp7E0w "Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planning perspective of your choice.").