May 15, 2019
Information on how to tune (configure) your Risk Matrix, Categories, Types and Custom Fields.
This tutorial provides information on how to tune (configure) your Risks to suit your organisation.
Navigate to configuration view
Access to Business Configuration is via the top level navigation bar.
Tune your Risk Matrix
Organisations often have a standard Risk Matrix. Click on Matrix to tune your Risk Matrix to match your organisation’s.
Tune your Types and Categories
Tuning works in the same way for both of these fields. See the screenshot below for how to tune them, once you’ve selected the relevant field. Generally Types are used for broader classifications eg Project, Programme, Organisation. Categories are used for finer grain classifications eg Organisation reputation, Organisation service delivery, Project/Programme cost, Project/Programme schedule
Add Custom Fields
This allows you to add additional fields to your risk information.