cancel
Showing results for 
Search instead for 
Did you mean: 

Copying Risk Registers

Question

Can the Risk register be copied from one portfolio to another?

Answer

Risk registers cannot be copied between portfolios.

You can use the Import Risks option to import the same Risks to different portfolios.  

To import risks:
  1. Go to Risks > Register
  2. Select Import Risks from the Cog Wheel menu
  3. Download the template by selecting the excel icon on the dialog box
  4. Update the template with your Risk information, save as csv file
  5. Select Choose file from on the Import dialog box & point it to the updated csv file
  6. Select Import

Labels: (1)
Tags (1)
Version history
Revision #:
11 of 11
Last update:
‎05-10-2019 07:51 PM
Updated by: