The Spreadsheet View (Opportunities) page allows the user to add, edit, delete, and export opportunities in a selected project. This page is visible only to those users who have Read/Write access or View access for the page Spreadsheet View (Opportunities). Users with Read/Write access can create new opportunities, edit opportunities, delete opportunities and export to Excel. Users designated with View access may view the opportunity details and export to Excel. The Spreadsheet View (Opportunity) does not contain mitigation data. Mitigation information can be viewed using the Risk Details (Opportunities), Risk Details (Mitigation), Spreadsheet View (Mitigation). Spreadsheet initially loads with the risk which are in open status.
This is a special component that has an Auto Save feature. When editing or adding new values to a cell the value is automatically saved by clicking in another cell. It is important to always click in another cell to trigger this auto save feature. The values in the spreadsheet can be sorted by clicking on the column header. Click again on the column header to reverse the order of sorting. The columns can be resized by clicking and dragging between the column headers. Each column has its own minimum width set. A column cannot be dragged narrower than its minimum width.
The drill down option is available to the user at the first column of opportunity spreadsheet. (Figure 1) The user can drill to the risk details opportunity page when the Drill Icon corresponding to each opportunity is clicked there the detailed information of the corresponding opportunity can be viewed.
The Save All button is to save all the changes done in the Opportunity Spreadsheet page when the Auto Save is OFF. (Figure 2)
To go to the Spreadsheet View (Opportunity) page, click the Opportunities radio button shown on top of the page. (Figure 1) The option for navigation from one page to another is placed on top of the page and is shown in Figure 1.
Click the Mitigations radio button (Figure 1) to navigate to the Spreadsheet view (Mitigations) page.
This functionality is used to export the entire page to Excel as .xlsx or .xls file type.
This functionality is used to reset the last saved value.
This functionality is used to display the project details whose status is open, closed or both.
Opportunities can be deleted by clicking the Delete button corresponding to each row or multiple opportunities can be deleted simultaneously.
Delete multiple opportunities:
This functionality helps to delete multiple opportunities simultaneously. To delete multiple opportunities we must first select them. Deleted opportunities will be moved to the Recycle Bin from where they can be deleted permanently.
Delete Opportunities Individually:
The deleted opportunities will be moved to the Recycle Bin.
This functionality is to view the scoring in different ways based on each fields in the Opportunities Spreadsheet, i.e. ID, Name, Status etc. The default view will be No grouping.
This functionality is to ungroup the grouped list and allows adding new opportunities.
This functionality is to collapse the opportunity risk score information based on the group selected from the Group By dropdown.
This functionality is to show the collapsed threat risk score information.
This functionality helps to copy the Qualitative details of selected opportunities to their corresponding Monte Carlo Inputs.
This functionality helps to copy the Monte Carlo details of selected opportunities to their corresponding Qualitative Score.
This functionality is used to arrange the required fields in a particular order in which risks are viewed in spreadsheet. The user can create, save & apply, delete and reset the column orders in opportunities spreadsheet. To set a selected order as default, check the Set as Default checkbox. The column order selected by default when no user defined column order exists is the Default Column Order which cannot be deleted. It can be edited by the user when necessary.
This functionality generates a Quick Monte Carlo Analysis that shows the Cumulative S Curve report and Top Risk reports for Threats/Opportunities or Threat and Opportunities. Top Risk reports are the following Tornado charts, Cost Values Isolated to P, Cost Percentages Isolated to P, Correlation Isolated to P & Contingency Requirement Isolated to P . The Cumulative Frequency Iterations and the Cumulative Percentage Values are highlighted based on the Iteration number and the Highlight, as shown in the chart and the table. The Top Risk reports consider simulated cost exposure values of each risk up to the Pn iteration value, where ‘n’ is the percentile value of total number of iterations given.
This functionality generates a Quick Monte Carlo Analysis that shows the Cumulative S Curve report and Top Risk reports for Threats/Opportunities or Threat and Opportunities. Top Risk reports are the following Tornado charts, Duration Values Isolated to P , Duration Percentages Isolated to P & Correlation Isolated to P. . The Cumulative Frequency Iterations and the Cumulative Percentage Values are highlighted based on the Iteration number and the Highlight, as shown in the chart and the table. The Top Risk reports consider simulated duration exposure values of each risk up to the Pn iteration value, where ‘n’ is the percentile value of total number of iterations given.
To go to Recycle Bin from Spreadsheet view (Opportunities), click the Recycle Bin icon shown on top of the page in Figure 1.
The restored opportunity is removed from the Recycle Bin and is moved back to the pages where opportunity details are shown (for example Spreadsheet View (opportunities)).
An opportunity deleted from the Recycle Bin will be removed completely from the system.
After you receive the confirmation message (Figure 11), click the OK button. The opportunity will be deleted permanently. To cancel, click the Cancel button. (Figure 11)
The Search function allows the user to search for an opportunity based on a keyword. This method is faster when you are working with large amount of data. Opportunity details which are deleted from Opportunity spreadsheet can be searched based on their Opportunity id, Opportunity Name etc for the particular project.
To filter the search area contents using Advance Search
To Sort the data
To reset the details for filter and sort fields, click the Reset button. (Figure 11.3)
This functionality is used to set the number of columns as fixed when the scroll is enabled. For example, in Figure 5 Frozen Columns is set to 2 (default value), which implies that the column ID and Name will be fixed and scrolling will be applicable from the third column onwards.
To Filter the data according to a particular value:
This functionality is used to set the filtered values to its previous values.
The Pre-Mitigated Score is the risk score. The fields (Probability, Cost and Schedule and Additional Impacts) are used to set the pre-mitigated score. (Figure 1) If Probability and Impacts have a value of either Undefined or No Risk, the Pre-Mitigated Score will be zero.
The Post-Mitigated Score is the mitigation score. The fields (Probability, Cost and Schedule and Additional Impacts) are used to set the post-mitigated score. (Figure 1) If probability and Impacts have value either Undefined or No Risk the Post-Mitigated Score will be zero.
Creating a new opportunity in Spreadsheet View is quick and easy. The ID field is required to save an opportunity.
A calendar component pops up for date fields upon clicking the calendar control. (Figure 14)
If the data is to be selected from a list, a dropdown appears. (Figure 15)
The other columns may be edited within the cell.
3. Click any other cell to trigger the Auto Save.
Opportunities can be edited individually by clicking the cells which need to be edited corresponding to each row or multiple opportunities can be edited simultaneously with repeating cell values.
Edit Multiple Opportunities:
This functionality helps to edit multiple opportunities simultaneously with cells of same entries. To edit multiple opportunities we must first select them.
Edit Opportunities Individually:
This functionality is to edit the cells of an individual Opportunity.
User Defined Fields or Custom Fields are shown along with the opportunity details as the last column if formula field is not there. There is no limit to the number of User Defined Fields.
User Defined Fields can be added in two ways.
Project settings —> Import from Templates
Project settings —>Custom Fields
The Formula Field is shown along with the opportunity details as the last column.(Figure 18). There is no limit to the number of Formula Fields.
Formula Fields can be added in two ways.
Project settings —> Import from Templates
Project settings —>Custom Fields
The Data Mapping columns shows to which Breakdown Structure the selected opportunity is mapped and at what level (Project, Business Unit, or Enterprise) it is mapped. It is not required to map data, but it will be useful when the time comes to report at the portfolio level.
Project Organizational Breakdown Structure, Project Work Breakdown Structure and Project Risk Breakdown structure details are added from the page:
Project Settings –> Project Breakdown Structure
Business Organizational Breakdown Structure, Business Work Breakdown Structure, Business Risk Breakdown Structure, Enterprise Organizational Breakdown Structure, Enterprise Risk Breakdown Structure, Enterprise Work Breakdown Structure are added from the page:
Portfolio Management –> Project Breakdown Structure
Enterprise Risk details are added from the page:
Portfolio Management –> Reports –> Enterprise Risk List
To Map data:
The steps described above apply to all (Business/Enterprise/Project) Organizational Breakdown Structure, Work Breakdown Structure and Risk Breakdown Structure fields.
This functionality is to send multiple Risks and Mitigations data by email to the selected users. This functionality is applicable only to those users with the User Type Application and Email and Email Only in the Manage Users page.
Two lists can be utilized: Available Users and Selected Users. Available Users (Figure 21) contains all users who have access to the selected project and portfolio level users. Selected Users (Figure 21) displays the users who have been selected. A user can be added to the Selected User list using the Add button. All nodes under the Available Users list can be moved to the Selected Users list using the Add All button (Figure 21). A single node from the Selected Users list can be moved back to the Available Users list using the Remove button. The Remove All button moves all nodes from the Selected Users list to the Available Users list. The Subject by default has the value Project Name: ID/Name of the risk selected, which can be changed if needed.
This functionality allows the recipient users to view the opportunities and its mitigations field values that are selected, where the email can be edited.
This functionality helps the user to navigate to the Opportunity Spreadsheet page.
This functionality is to send the mail to the selected users after selecting the opportunity and its mitigation details for email edit.
The recipients will receive a mail that contains the project details, the opportunities and its mitigations data and also a link in which the user can do the email edit for the Risk Data. (Figure 22) By clicking the link, it navigates to another page where the changes are made. (Figure 23) Submit the changes by clicking the Save Changes button that will update the changes done to the database, and a mail is sent to the user showing these updated fields. (Figure 24) The changes can be saved only once for an email sent.
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