Clarity

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Change request issue risk at portfolio level

  • 1.  Change request issue risk at portfolio level

    Posted 08-10-2016 02:23 AM

    Do we have any feature in Clarity where we can create Risk/issue at portfolio level itself?If not any suggestion or workaround to achieve this?



  • 2.  Re: Change request issue risk at portfolio level

    Posted 08-17-2016 03:54 AM

    Is it a risk for the portfolio as a whole, or is it an investment risk which needs to be escalated to portfolio management?

    If the latter then we can build mechanisms to escalate risks/issues and display on the portfolio in portlets and reports.

     

    As for raising a risk for the portfolio as a whole, The quick and dirty option is to create a project called "portfolio x risks" and simply raise them there and include that in your portfolio.  A more complicated but complete option would be to create objects replicating the risks/issues for the portfolio.

    I'd suggest raising an idea for this functionality



  • 3.  Re: Change request issue risk at portfolio level

    Posted 08-17-2016 10:02 PM

    We do similar as Andrew.  We have custom portlets on the portfolio which show the Project Risks/Issues/Change Requests for the investments in the portfolio.

     

    If the Portfolio Manager wants to raise specific Risks/Issues/etc on the Portfolio, then a project can be created for them, linked to that Portfolio.