This procedure allows you to create risk triggers, as well as view, edit, and delete existing risk triggers.
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In the Portfolio Risk Details panel, click the Triggers tab. The existing triggers appear.
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By default, the last selected risk appears in the Risk ellipsis. To change the risk, click the Risk ellipsis in the green parameter bar and select the required risk.
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You can customize the view of the triggers from the view settings.
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Click Insert Row icon to add a new trigger.
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Enter the below information:
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Trigger ID: Type a unique ID.
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Description: Type the description of the trigger.
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(Optional) Probability Impact Weighting: Type the appropriate value based on the impact of the trigger.
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(Optional) Comment: Type the required Comment.
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(Optional) Estimated Date: Select the estimated date when the risk could trigger.
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(Optional) Actual Date: Select the actual date when the risk occurs.
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(Optional) Click the Status ellipsis to select the status of the risk. The available values are listed below:
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PTN - Potential
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RLZ - Realized
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Click the Save icon.
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To edit the existing triggers, update the information and Click the Save icon.
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Click the Delete Row(s) icon to delete a selected trigger.
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