Try It!
While your organisation likely has a more specific definition of risks (and issues), a risk is generally defined as a future challenge, or opportunity, that could impact the portfolio’s or the program’s successful conclusion. The key to ensuring that a risk is managed, is assigning it to a responsible individual.
To manage program or portfolio risks:
Create new risk
- Ensure you have the appropriate portfolio or program open in Portfolios.
- Click the Risks tab.
- Click +New Risk.
- Fill in the Name field.
Important: It is mandatory and it should be clear and concise to help users identify the risk in screens, reports, and dashboards. - Provide additional details in the remaining fields.
- Click Save and Close.
2. Update risks
- Ensure you have the appropriate portfolio or program open in Portfolios.
- Click the Risks tab.
- Click on the Risk to be updated from the list.
- Update any field, as required.
- Click Save & Close
Download Job Aid: Collaborating on portfolio and program support items