Risk Checklist MOD0099FE

Access

• Portfolio Management → Administration → Portfolio Master Data → Risk Checklist

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

• 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

• 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%.