Portfolio risks
This view gathers in one grid the risks and issues of every project in the portfolio. It is the consolidated register you open in a review: one row per risk, whatever the originating project.
Reach it from the Risk menu of a project portfolio.
This screen — like its neighbours Decision, Change, Requirement, Document, Task and Report — is built on the same consolidated grid. There is no probability × impact matrix, no ranking of critical risks, no trend curve: the analysis work is done by columns, sorting, grouping and filters.
For a graphical reading of criticality, use the portfolio Dashboard, which carries the visual blocks.
The columns
The columns are the fields of the Risk entity, as defined in the workspace:
| Column | Content |
|---|---|
| Name | Risk title |
| Description | Detailed statement |
| R/I | Risk or Issue |
| Status | Current state |
| Category | Business typology |
| Impact | Nature of the feared impact |
| Probability rate | Likelihood of occurrence |
| Impact rate | Severity of the impact |
| Criticality rate | Computed field, from probability and impact |
| In charge | The person owning the risk |
| Expected closing date | Treatment deadline |
| Task, Change, Decision | The linked objects |
An administrator can add columns through custom fields: they appear here like the others.
Analysing without leaving the grid
- Sort and filter on any column — that is how you get the equivalent of a "top criticality": sort on Criticality rate, descending.
- Group by dragging a column header into the grouping bar at the top of the grid. Grouping by Category surfaces systemic risks; by Project, the concentration per project.
- Scenario — the funnel button opens the project selector to narrow the scope to a subset. An orange badge on the button shows the number of unticked projects, hence missing from the list.
View settings
The ⚙️ button opens three tabs:
- Column management — which columns to show, in which order;
- Display — the display options;
- Project hierarchy management — how projects are organised in the view.
Exporting
The download icon offers Excel (.xlsx) and CSV (.csv). The export covers the displayed columns and the current scope.
Favourites
The favourite selector saves a combination of columns, filters and grouping to replay it in one click — handy to get exactly the same reading from one review to the next.
See also
- Risk & Issue — the risks of a single project
- Portfolio dashboard — the consolidated graphical reading
- Decision — decisions, often born of a risk trade-off
- Custom fields — adding your own columns