Create a portfolio plan

  • Release version: Yokohama
  • Updated March 12, 2026
  • 2 minutes to read

    • 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.

    Before you begin

    Role required: sn_align_core.apw_user or business_stakeholder

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning.
    2. Select New.
      If there are no portfolio plans existing, select Create your first portfolio plan.
      The Create Portfolio plan wizard is shown.
    3. Make your selections by using the Create Portfolio plan wizard.
      1. Select a lens.
      2. For the selected lens, choose the entity type and the desired entities of that type.

        The entity type represents the perspective that you plan your work in. For example, if you've chosen the Organization lens, you can select Business Unit as your entity type, and then select the required business units, to plan work from their perspective.

        Select planning items and add conditions for portfolio plan.

        You can also add multiple conditions to help you set a complex filter and add the right kind of data to your portfolio plan.

      3. Select the type of planning items that you want to include in your portfolio plan.

        You can further filter the planning item data with additional conditions.

      4. Fill in the details of the portfolio plan.

        Provide the information of the portfolio plan's name, start and end dates, and description.

      You can use the Previous and Next buttons to navigate between the steps.
    4. Select Create.

    Result

    The portfolio plan is created and the page is refreshed to show the Planning page for this new portfolio plan. You can view the list of all portfolio plans that you own or shared with you from the Home page.

    Planning items that meet the following criteria appear in the portfolio plan:
    • Planning items that belong to one of the entity types selected in Step 3(b)
    • Planning items that match the planning item types selected in Step 3(c)
    • Planning items with an approved start date or an end date that falls within the portfolio plan timeline
    • Planning items that don't have both Approved start and Approved end dates
    Note:
    If any demands were converted into projects in Project Portfolio Management, only the resulting project planning items (converted from demands) appear in the portfolio plan.

    What to do next