strategic planning workspace provides Focus planning that enables Business Leaders to align work with strategy prioritize initiatives and automatically track progress against the organization's business goals Begin by creating a new portfolio plan in four simple Steps step one select the lens that best represents how you want to view and plan your work department heads may want to see the portfolio plan through the perspective of the organization lens by entity types such as company business units and departments and related planning item types such as demands projects and epics product managers may prefer to visualize work through the product lens by company and product models and those Associated work items while strategy leaders focus on strategic Investments with entity types including company strategic priorities initiatives strategic programs demands and projects you can configure your own lens and entity types as needed we'll select the organization lens Step 2 select the entity type and one or more entities to be included in the portfolio for example to include only HR department work we'll select HR as a single entity step 3 this organization's work includes three planning item types demands projects and epics you can optionally exclude a planning item type from your portfolio and apply filters to narrow results step 4 add portfolio plan details including plan name and description and create your new portfolio plan you now have immediate insight into related goals and targets overall status and goals by work alignment as well as a hierarchical view of the status and progress of the HR department level goals against higher level parent goals and targets it's easy to create a new sub goal set a Target or Line work items the planning prioritization view enables you to sort group and prioritize initiatives you can open the project or click into any work item to see additional details and attachments view all related goals to see the primary goal track status of work item milestones and gain insight into work dependencies such as the scrum epic dependent on this project the right work item can then be prioritized which automatically adds it to the portfolio roadmap where all the HR portfolio work items are grouped by primary goal and subgroup by planning item type including the newly prioritized project the roadmap shows all prioritized initiatives on a timeline color coded by planning item types tracking against color-coded roadmap Milestones you can also View and manage work item level Milestones dependencies comments and related documentation unfortunately a red dependency line indicates a sequencing issue between two work items but it's easily resolved by dragging and dropping to adjust the date if a work item is not aligned to the right primary goal just drag it in line with the desired goal on the roadmap to make the correction and toggle the tracking icon to see the status and progress of all your prioritized work items to help ensure your work is on track to meet your company's strategic business outcomes