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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create or modify a lens in Strategic Planning

# Create or modify a lens in Strategic Planning {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: admin

## About this task

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.

## Procedure

1. Navigate to AllStrategic PlanningLenses.
2. Select New.
3. On the form, fill in the fields.  
   For field information, see [Lens form](https://www.servicenow.com/docs/v0Viyr_L3UMoNzSztaUXjw "Learn about the fields of the Lens form. Use this form to create a lens in Strategic Planning.").
4. Select Submit.

## What to do next

[Add or modify lens structure in Strategic Planning](https://www.servicenow.com/docs/sczqx3VPVJ0KsJOkcr3NzA "Add entities to your lens and build its structure so that your planning managers can start creating their portfolio plans in Strategic Planning.").
**Related concepts**   

* [Lenses in Strategic Planning](https://www.servicenow.com/docs/GTK0s5k4zc9v4C__VFhv~Q "Lenses represent planning perspectives, which would be different for planning managers at different levels in an organization. Lenses enable you to create personalized portfolio plans through which you prioritize and align work with high-level initiatives and goals.")

*[\>]: and then