Promote Project Risk to Portfolio - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

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.

  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 are displayed.

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

  5. Type in the Risk Description.

  6. Click RUN and then OK. In the Risk Register panel, the selected project risk gets copied along with its attributes.