Create or modify a lens in Strategic Planning

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

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

    始める前に

    Role required: admin

    このタスクについて

    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.

    手順

    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.

    次のタスク

    Add or modify lens structure in Strategic Planning.