View Portfolio Risk Triggers status - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.11

This procedure allows you to view the details and status of Portfolio Risk Triggers.

  1. Navigate to Portfolios > Portfolio Risk Handling Dashboard.

  2. Click the Date ellipsis and select the date.

  3. (Optional) Click the Portfolio Risk Manager ellipsis and select the portfolio risk manager to view the metrics for the particular manager.

    The Portfolio Risk Triggers status appear in the Portfolio Risk Triggers panel.

  4. Click the Risk Name hyperlink to view its respective Portfolio Risk Details.

  5. Click the Portfolio hyperlink to view its respective Portfolio Risk Register.

  6. Click the Risk Owner hyperlink to view all the Risk Owner Risks.

  7. To notify the action item to the Trigger Owner:

    1. Click Send Email hyperlink.

    2. (Optional) Type a Message to the Trigger Owner.

      The selected Trigger Owner Name appears as Resource.

    3. Click RUN and then OK.

  8. The Triggers by Status and Triggers by Risk Owner pie charts appear in the Portfolio Risk Charts panel.