View Portfolio Risk Action Items - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

Language
English
Product
EcoSys
Subproduct
Portfolio
Search by Category
Help
EcoSys Standard Version
4.11

This procedure allows you to view the details and status of Portfolio Risk Action Items.

  1. Navigate to Portfolios > Portfolio Risk Handling Dashboard.

    The Portfolio Risk Action Items status appear in the Portfolio Risk Action Items panel.

  2. Click the Risk Name hyperlink to view its respective Portfolio Risk Details.

  3. Click the Portfolio hyperlink to view its respective Portfolio Risk Register.

  4. Click the Action Item Owner Name hyperlink to view the Owner Action Items.

  5. Click the Risk Owner hyperlink to view all the Risk Owner Risks.

  6. To notify the Action Item to Action Item Owner through email:

    1. Click Send Email hyperlink.

    2. Select the Resource.

    3. (Optional) Type a Message for the Action Item Owner.

    4. Click RUN and then OK.

  7. The Action Items by Status, Action Items by Action Owner, and Action Items by Forecast Dates pie charts appear in the Portfolio Risk Charts panel.