1. Upload a Portfolio Risk
1. In order to upload a Portfolio ‘Risk’, click the ‘Risk Management’ tab from the left side bar of the page. Once done, click the ‘Upload’ button.
2. If you want to download the template, click the ‘Download Risks CSV Template’ link as shown below.
3. To upload the Risks CSV File, go to the ‘Attachment’ field and then click the attachment icon.
4. A pop-up window will appear for you to choose the CSV file to upload. Click the ‘Open’ button.
5. Click the ‘Upload Risks’ button to successfully add risks in the Portfolio.