This procedure allows you to copy a Portfolio Risk to be used as a Template. Once copied, the Template can be further developed.
-
Navigate to Admin > Core Admin > Risk Template Admin.
-
Click the Actions list and select Create Risk Template from Portfolio Risk.
-
Click the Portfolio and Portfolio Risk ellipsis, and select the portfolio and risk to be copied.
-
Type in a unique Risk ID.
-
Click RUN and then OK. A new Risk Template is created in the Risk Template Register panel.