Access
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Portfolio Management → Administration → Portfolio Master Data → Risk Checklist
Information
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In the Risk Checklist module, you can define checklists with the help of which you can evaluate projects (ideas, proposals).
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Individual checklist items are formulated in the form of queries.
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Checklists are created for each area.
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When you select an area in the planning object, the corresponding checklist is offered for risk evaluation.
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Queries can be categorized within areas.
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In this module, you can only select areas and categories and use them to structure risk queries. The areas are created in the Portfolio Listbox Values module.
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Create/Edit Risk Checklist
Procedure
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Insert a blank checklist header (area). To do so,
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right-click on an arbitrary checklist header (blue bar with the area name and buttons).
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Insert → Risk Checklist from the context menu.
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Select the required area from the listbox in the Area field.
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The area can only be selected once and cannot be changed afterwards.
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Insert risk query lines and formulate queries. To do so,
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right-click on the newly created risk checklist header.
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Insert → Risk query from the context menu.
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Select the Risk category for the query (check statement) from the listbox.
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Formulate a query (check statement) in the Query field.
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Weight risk queries. To do so,
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Weight the Yes - or No answer for each query in the "Yes” weighting/"No” weighting fields.
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You can only make an entry in one of the two fields.
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If you activate the Release checkbox, it is considered when the risk value of projects (ideas, proposals) is determined.
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Details
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The listbox values for Area and Risk category can be edited and newly created in the Portfolio Listbox Values module (also under portfolio master data).
Refresh Risk Values
Procedure
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Click on the Refresh risk values window.
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The already evaluated risk values of the planning objects in question are calculated anew. This might be necessary, e.g., after a weighting has been changed.
Reset Risk Values
Procedure
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Click on the Reset Risk Values window.
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The Risk values of all projects will be reset. Continue? and Caution: Risk value will be deleted! Continue? query with Yes .
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The already evaluated risk values (both Current risk value as well as Fixed risk value) of the planning objects in question will be reset to 0%.