---
title: Portfolio plans in Portfolio Planning
description: Personalized portfolio plans help you align work with your company's objectives and roadmap the right work for the right time.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/portfolio-plans-in-portfolio-planning-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Explore, Portfolio Planning, Strategic Portfolio Management]
---

# Portfolio plans in Portfolio Planning

Personalized portfolio plans help you align work with your company's objectives and roadmap the right work for the right time.

## Portfolio plans overview

Portfolio plans are custom plans per planning manager that are built using a lens. A portfolio manager can use the Project Portfolio lens to plan in the perspective of portfolios, and a department head can use the Organization lens to plan in the perspective of a department.

As a planning manager, you can create multiple portfolio plans using different lenses. Visualize the plans and progress of work from different perspectives and share them with stakeholders.

Using portfolio plans, you can:

-   Enable focused planning of work in the desired perspective \(lens\).
-   Prioritize and roadmap the right work to ensure alignment with the company's objectives.
-   Reduce the time spent on aligning execution teams to the right work.

## High-level planning using portfolio plans

In Portfolio Planning, you can prioritize and roadmap programs \(pm\_program\) for your organization by building high-level portfolio plans. High-level planning items usually span across multiple business units, departments, or portfolios of a company. These high-level planning items help you further breakdown a company's priorities and achieve specific milestones and outcomes.

Using the Hierarchy view, review the work pipeline and drill down to the low-level planning items that are associated with your programs.

For example, as an EPMO, you can view the epics associated with each program.

You can use Programs \(pm\_program\) from the Project Program lens to create high-level portfolio plans. See [Create a high-level portfolio plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/create-high-level-portfolio-plan-ppw.md).

Here's a sample portfolio plan that shows a few programs of the company and the low-level work \(projects and demands\) that are aligned with them.\[Omitted image "high-level-planning-programs-view.png"\] Alt text: High-level portfolio plan hierarchy view.

Start creating portfolio plans to align work with your company's objectives. See [Managing portfolio plans in Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/managing-portfolio-plans-in-portfolio-planning.md).

-   **[Programs enhanced experience with portfolio plan view](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/program-portfolio-plan-ppw.md)**  
Programs enhanced experience provides dedicated program planning views with zero setup. Access program-scoped planning data including Prioritization, Roadmap, and Financials views for focused program management without navigating portfolio-wide interfaces.

**Parent Topic:**[Exploring Portfolio Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/exploring-portfolio-planning.md)