1. Delete a Portfolio Risk

 

1. To Delete a ‘Risk’ within a Portfolio, click the ‘Risk Management’ tab from the left side bar of the page. Once done, navigate to the ‘Portfolio Risk Register’ and then click the ID of the Portfolio Level Risk that you want to Delete. 

 



2. There are two options to delete a Risk:

  • Once you reach the Risk Details page, the first option is to click the icon represented by three (3) dots found at the top right most part of the Risks details page then select Delete Risk from the options.

  • The second option is to click the pencil icon, in the Risk details page, and once in the Update Risk page, click the three dot icon and select “Delete this Risk”.




3. A pop-up window will appear for confirmation, click the ‘Delete Risk’ button to proceed.