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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Modify lens structure in Portfolio Planning

# Modify lens structure in Portfolio Planning {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add or modify entities for your lens structure so that your planning managers can start creating their portfolio plans in Portfolio Planning.

## Before you begin

Ensure that your application scope is set to Portfolio Planning Core.

Role required: admin

## About this task

For a lens, add entities to modify its existing structure. You can add up to six entities in a lens structure. For more information on lens and its structure, see [Configuring lens in Portfolio Planning](https://www.servicenow.com/docs/33xdT~YEfSDDCQJ4PuMGZw "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.").

## Procedure

1. Navigate to AllPortfolio PlanningLenses.
2. From the Lenses list, select a lens for which you want to update the lens structure.
3. Add an entity to the lens structure.
   1. From the Lens structure related list, select New.
   2. On the form, fill in the fields.  
      For field information, see [Lens structure form](https://www.servicenow.com/docs/fjFbS1OeMP4y77Z3HR_~mw "Learn about the fields of the Lens structure form. Use this form to define a structure for your lens in the Portfolio Planning application.").
   3. Select Submit.
   {#modify-lens-portfolio-planning__substeps_mvj_grt_fvb}
4. Repeat step 3 to complete adding all your lens entities.  
   * Add the entities in a top-down manner:Add the top-level entity first, followed by the second-level entity, followed by the third, and so on.

   * Ensure that every entity, except the top-level, has a parent entity reference.For example, the second-level entity must refer to the top-level entity as its parent.

   {#modify-lens-portfolio-planning__ul_t34_yrt_fvb}
{#modify-lens-portfolio-planning__steps_kyc_44y_cwb}

## What to do next

1. Verify that the Planning item table \[sn_align_core_planning_item\] has a field that references the bottom entity of this lens.
2. Ensure that the following form views for all the planning item types that are associated in your lens contains a field for the bottom entity of your lens structure.
   * APW Preview
   * APW New
   * APW Default
   {#modify-lens-portfolio-planning__ol_nlx_pst_fvb}
3. Update the roadmap configuration for the tables of all planning item types that you associate with this lens:Add the bottom entity of this lens structure and its parent to Group by fields and
   Color by fields. These fields are used as the default group by and color by settings for the portfolio roadmap. See [Customize planning item display preferences in Portfolio Planning](https://www.servicenow.com/docs/ys3NGT1Mjwy5KMFg5tBebw "Update source table configurations so that you can customize the roadmap view in Portfolio Planning according to your business priorities.").

4. Validate your lens configuration and activate it. See [Activate a lens in Portfolio Planning](https://www.servicenow.com/docs/33YflDxep4_aQO59nTlREg "Validate your lens configuration and activate it so that your planning managers can start creating portfolio plans using this lens.").
{#modify-lens-portfolio-planning__ol_dyj_hst_fvb}

*[\>]: and then