Assigning a Risk Scoring Matrix to a Project from the Portfolios Section

You need to assign a risk scoring matrix to a project before it can be used to prioritize risks. Once you assign a scoring matrix to a project, it is available for use from the risk register on the Risks page in the Projects section.

You can assign a risk scoring matrix to a project from multiple locations in the application. Use this method when you are creating or modifying a portfolio.

To assign a risk scoring matrix from the Portfolios section:

Click Portfolios.
On the Portfolios navigation bar, click Portfolio Analysis.
On the Portfolio Analysis page:
1. Click the View field and select a scorecard view from the list.
2. Select a project.
3. In the Risk Scoring Matrix field, double-click and click Select.
In the Select Risk Scoring Matrix dialog box, choose a risk scoring matrix and click OK.
Note: If the project you selected is assigned to another risk scoring matrix, the threshold values you previously set for the project are removed. You will need to select values using the newly assigned risk scoring matrix.
On the Portfolio Analysis page, click Save.

Tip

If the Risk Scoring Matrix field is not visible, click Customize and the field.

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