Promote Project Risk to Portfolio - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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English
Product
EcoSys
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Portfolio
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EcoSys Standard Version
4.03

The Project level Risks can be evaluated using Analysis tab. Based on the evaluation, the project risk to be promoted can be determined.

This procedure allows you to promote a Risk from Project to Portfolio. Once promoted, the Risk can be further developed.

  1. Navigate to Portfolios > Risks.

  2. Click the Actions list and select Promote Project Risk to Portfolio.

    The Portfolio selected in the tool bar at the top of the screen appears in the Portfolio box in the Create Portfolio Risk dialog.

  3. Click the Project ellipsis and select the project that contains the risk to be copied to portfolio.

    Only the projects available under the selected portfolio appears.

  4. Click the Project Risk ellipsis and select the project risk that you want to copy.

    Only the Project Risks with Risk Level Quantitative Analysis Method are available for selection.

  5. Click RUN and then OK.

    In the Risk Register panel, the selected project risk gets copied along with its attributes.