Create Risk Template from Portfolio Risk - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

This procedure allows you to copy a Portfolio Risk to be used as a Template. Once copied, the Template can be further developed.

  1. Navigate to Admin > Core Admin > Risk Template Admin.

  2. Click the Actions list and select Create Risk Template from Portfolio Risk.

  3. Click the Portfolio and Portfolio Risk ellipsis, and select the portfolio and risk to be copied.

    In the Portfolio Risk ellipsis, only the Portfolio Risk with Risk Level Quantitative Analysis Method appears.

  4. Click RUN and then OK. A new Risk Template is created in the Risk Template Register panel.