--- title: Lens configuration in Strategic Planning description: Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/configuring-lens-in-alignment-planner-workspace.html release: australia product: Scenario Planning in SPW classification: scenario-planning-in-spw topic_type: concept last_updated: "2026-03-12" reading_time_minutes: 2 breadcrumb: [Configure, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management] --- # Lens configuration in Strategic Planning Learn how to configure settings for planning items and add additional configuration for a lens in Strategic Planning so that you can set up lenses for your planning manager. Your planning manager can use one of the nine pre-defined lenses - Project Portfolio, Project Program, Organization, Strategic Investments, Product, Digital Product, Value Stream, Goals, and Business Capability - to create portfolio plans, or you can set up a custom lens structure for them.

Pre-defined lens	Custom lens
1. Navigate to the Lenses list and add Epic as a planning item for each of the pre-defined lenses. See [Lens form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/lens-form-alignment-planner-workspace.md). 2. \(Optional\) Change the structure for these lenses per your requirements. See [Add or modify lens structure in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/define-lens-structure-in-alignment-planner-workspace.md). 3. For the planning items types included in the Product or Strategic Investment lenses, ensure that all necessary form and list views have a field for the bottom entity of the lens. 4. For Product or Strategic Investment lenses, update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See [Customize planning item display preferences for roadmaps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.md). 5. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configuring-apw-with-agile-safe-and-ppm.md).	1. [Create or modify a lens in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-a-lens-in-alignment-planner-workspace.md). 2. [Add or modify lens structure in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/define-lens-structure-in-alignment-planner-workspace.md). 3. Associate planning items to the bottom entity of the lens. See [Lens structure form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/lens-structure-form-alignment-planner-workspace.md). 4. Ensure that all APW form views of all planning item types include a field for the bottom entity of the lens. 5. Update roadmap configuration to include the bottom entity and its parent entity in Group by fields and Color by fields. See [Customize planning item display preferences for roadmaps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.md). 6. Validate and activate your lens. See [Activate a lens in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/activate-lens-alignment-planner-workspace.md). 7. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configuring-apw-with-agile-safe-and-ppm.md).

Pre-defined lens

Custom lens

1. Navigate to the Lenses list and add Epic as a planning item for each of the pre-defined lenses. See [Lens form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/lens-form-alignment-planner-workspace.md). 2. \(Optional\) Change the structure for these lenses per your requirements. See [Add or modify lens structure in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/define-lens-structure-in-alignment-planner-workspace.md). 3. For the planning items types included in the Product or Strategic Investment lenses, ensure that all necessary form and list views have a field for the bottom entity of the lens. 4. For Product or Strategic Investment lenses, update roadmap configuration to include the bottom entity and its parent entity in **Group by fields** and **Color by fields**. See [Customize planning item display preferences for roadmaps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.md). 5. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configuring-apw-with-agile-safe-and-ppm.md).

1. [Create or modify a lens in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/create-a-lens-in-alignment-planner-workspace.md). 2. [Add or modify lens structure in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/define-lens-structure-in-alignment-planner-workspace.md). 3. Associate planning items to the bottom entity of the lens. See [Lens structure form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/lens-structure-form-alignment-planner-workspace.md). 4. Ensure that all APW form views of all planning item types include a field for the bottom entity of the lens. 5. Update roadmap configuration to include the bottom entity and its parent entity in **Group by fields** and **Color by fields**. See [Customize planning item display preferences for roadmaps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configure-source-table-preferences-for-roadmap.md). 6. Validate and activate your lens. See [Activate a lens in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/activate-lens-alignment-planner-workspace.md). 7. Configure integration with a ServiceNow execution application of your choice. See [Configuring Strategic Planning with PPM, Agile 2.0, and SAFe](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/configuring-apw-with-agile-safe-and-ppm.md).