Close Portfolio Risk - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
Subproduct
Portfolio
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EcoSys Standard Version
4.11

This procedure allows you to close an existing portfolio risk. Once the risk is closed, a log entry appears in the Portfolio Risk Log panel and the status of the risk changes to Closed. This procedure also updates the closure details in the Portfolio Risk Details panel.

  1. Navigate to Portfolios > Risks.

  2. Click the Actions list and select Close Portfolio Risk.

  3. The Close Portfolio Risk dialog box appears.

  4. Click the Portfolio ellipsis to select the required portfolio. By default, the last selected portfolio appears.

    The Portfolio displayed in the tool bar at the top of the screen is the only portfolio available for the selection in the Close Portfolio Risk dialog box.

  5. Click the Risk ellipsis to select the required risk. By default, the last selected risk appears.

  6. (Optional) Type the closure comments in the Closure Commentary.

  7. (Optional) Type a Comment.

  8. Click RUN and then OK. In the Risk Register panel, the status of the selected risk changes to Closed.

    • To view the log entry, click the Log tab.

    • To view the status of the risk, click the Risk Register tab and click the Refresh icon.

    • In the Portfolio Risk Details panel, click the Close Out tab to view all the risk closure details. The values in the Closure Commentary, Closed By, and Closed Date auto-populate in the Close Out tab.