1. Navigate Portfolio Risk Register

 

1. Click the ‘Risk Management’ tab from the left side bar of the Portfolio page. Once done, navigate to the ‘Portfolio Risk Register’ section.

 


 

2. You can filter the  ‘Portfolio Risk Register’ by ‘Portfolio/ Project’, or ‘Risk Rating’:  

 

  • In order to filter the ‘Portfolio Risk Register’ by Portfolios/Projects, click the ‘Portfolio/ Project’ dropdown menu and then select the desired data. This will display the Risks table based on the selected portfolio/ project or all portfolios/ projects.


 

  • To filter the ‘Portfolio Risk Register’ by Risk Rating, click the ‘Rating’ dropdown menu and then select the desired data. This will display the Risks table based on the selected Risk rating or all Risks.



 

3. Download the ‘Portfolio Risk Register’ table by clicking the download icon. You can download either a CSV or PDF file.