Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
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Risk Checklist MOD0099FE

Access

Information

  • In the Risk Checklist module, you can define checklists with the help of which you can evaluate projects (ideas, proposals).

  • Individual checklist items are formulated in the form of queries.

  • Checklists are created for each area.

    • When you select an area in the planning object, the corresponding checklist is offered for risk evaluation.

  • Queries can be categorized within areas.

    • 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.

Create/Edit Risk Checklist

Procedure

  • Insert a blank checklist header (area). To do so,

    • right-click on an arbitrary checklist header (blue bar with the area name and buttons).

    • Insert → Risk Checklist from the context menu.

    • Select the required area from the listbox in the Area field.

      • The area can only be selected once and cannot be changed afterwards.

  • Insert risk query lines and formulate queries. To do so,

    • right-click on the newly created risk checklist header.

    • Insert → Risk query from the context menu.

    • Select the Risk category for the query (check statement) from the listbox.

    • Formulate a query (check statement) in the Query field.

  • Weight risk queries. To do so,

    • Weight the Yes - or No answer for each query in the "Yes” weighting/"No” weighting fields.

    • You can only make an entry in one of the two fields.

    • If you activate the Release checkbox, it is considered when the risk value of projects (ideas, proposals) is determined.

Details

Refresh Risk Values

Procedure

  • Click on the Refresh risk values window.

  • 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

  • Click on the Reset Risk Values window.

  • The Risk values of all projects will be reset. Continue? and Caution: Risk value will be deleted! Continue? query with Yes .

  • 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%.