Note: Risk settings are configured at the organisation level and apply to all projects across the portfolio. This is done so that risk can be managed in a consistent way across the business.
This functionality is available to org owners and admins.
Categories, or more specifically, information categories, are useful for structuring information within your business and across your projects. Categorising information, for example, a risk or an issue, will enable you to produce reports on the basis of category. An example may be that you want to review all risks that are related to procurement and, more specifically, foreign exchange. By applying these two nested categories 'procurement + foreign exchange' you're able to view all risks across the portfolio that are related. Think of the categorisation as a way to help you build a system record and a system of intelligence within the business. In time, the more information is categorised, the more useful it will be.
Add risk categories
Log in to your Keepsite account, then;
- Navigate to Organisation Settings
- Select 'Risk Management'
- Select 'General'
- Enter edit mode by clicking on the blue floating action button in the lower right corner
- Now, establish some categories. These categories will be available for your teams to apply to risks, issues, and lessons across the project portfolio. They'll help you categorise information across the business.
- When you're done, click the blue floating action button again in the lower right to save your settings.
- Next navigate across to the risk management tab to set up your organisations risk management approach (or strategy). Click here to learn more about that.
Enterprise customers can configure the risk settings on the root organisation (usually HQ) of the federated organisation structure. Child organisations across the org structure can then inherit the root orgs settings, or tailor them for the local operational requirements.