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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Enable high-level planning for a lens entity

# Enable high-level planning for a lens entity {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

To enable high-level planning on for an entity in Strategic Planning Workspace, update the lens entity configuration.

## Before you begin

[Create portfolio plan configuration for high-level planning](https://www.servicenow.com/docs/tPogy40IdmROmdZmgl3AoA "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, create portfolio plan configuration for the table.").

Role required: admin

## About this task

For the table that you want to enable high-level planning, set the Planning enabled field to Yes in the Lens form. Completing this task would enable your planning managers to
create portfolio plans using this table as a planning item, in Strategic Planning Workspace.

For this task, consider the example of Strategic Investments as the lens and the Strategic Priority \[sn_gf_strategy\] table as the high-level planning entity.

## Procedure

1. Navigate to AllStrategic PlanningLenses.
2. Select and open the lens that you want to use for high-level planning.  
   For example, select Strategic Investments.
3. In the Lens structures related list of the Lens form, set the Planning enabled field of your high-level entity to true.  
   For example, set the Planning enabled field of Strategic Priority entity to true.

   If your high-level entity is not a part of your lens structure, you can add it. See [Add or modify lens structure in Strategic Planning](https://www.servicenow.com/docs/aq1aUe~kiYt10qQx55EPIA "Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning.").

4. Save the Lens form.

## Result

Your planning managers can now create portfolio plans on the Strategic Investment lens and use Strategic Priority as their planning item.  
Important:  
Once a portfolio plan is creating based on this entity, you can neither disable high-level planning for it nor delete the entity record from the lens structure.

## What to do next

[Populate global rank for high-level planning items](https://www.servicenow.com/docs/2cfwvSQ~ZQfM9ZvxOSvk~Q "To enable high-level planning on a table that is not a planning item in Strategic Planning Workspace, populate global rank for existing records of this table.").

*[\>]: and then