Work

Configuring the risk matrix

Description

This feature allows the cell colours within the Risk Matrix to be configured individually. This can be used in conjunction with the existing Risk Matrix threshold colouring feature.

This feature is setup separately for project, program and portfolio risks.

Configuration settings

This feature has three configuration settings one for each entity. They are

	Project	Program	Portfolio
Display Name:	Risk Matrix	Risk Matrix	Risk Matrix
Name:	SenseiProjectRiskConfiguration_IQA	SenseiProgramRiskConfiguration_IQA	SenseiPortfolioRiskConfiguration_IQA

Each of the configuration settings contain the same fields and functions.

The Risk Matrix configuration allows users to set the colours for the cells within the Risk Matrix.

Field Name	Description
X Axis Title	Title to be displayed along X axis.
X Axis Field	Name of Option Set field to be aggregated against X axis.
Y Axis Title	Title to be displayed along Y axis.
Y Axis Field	Name of Option Set field to be aggregated against Y axis.
Font Size	Size of cell count number font.
Cell Size	Cell side length in px.
Binding Type	Either 'dataset' or 'index' - please ensure the calculated column is created named {axisField} index and configured.

Box Thresholds	Add or remove thresholds by which to colour the matrix. Please ensure this list is in order from smallest to largest to avoid issues.
Score threshold	Risk score at which this threshold is active (from low to high).
Cell colour	Colour of the cell.
Cell hover colour	Colour of the cell when hovered over. (This setting's function is temporarily disabled in IQ).
Cell pressed colour	Colour of the cell when pressed. (This setting's function is temporarily disabled in IQ).
Cell font colour	Colour of the font inside the cell.

Within the Box Threshold section of the screen is where the different rules should be setup. These rules need to be ordered from smallest threshold to largest.

Box Threshold Overrides	Allows customization of specific cells.
X Axis	X Axis coordinate of the cell to be overridden.
Y Axis	Y Axis coordinate of the cell to be overridden.

These rules will look at the Score Threshold field and any cells that have a calculation less than the value you have selected will display with the colours you select.

The value of the cells within the matrix are calculated by multiplying the row and column of the value for where the cell falls within the matrix.

The Box Threshold Overrides section allows you to select the colouring of exact cells based on their X and Y Axis.

• The matrix supports non-standard optionset customsations such as adding or removing options.
• Non-square grid configurations are supported within reason.
• If these optionsets are updated, the sensei_riskscore column calculation should also be updated to ensure the correct scores are shown.

Note

If you would like to configure the Risk Matrix to a different sized grid please follow the instructions here.

Updating default optionset values

• If Likelihood or Consequence optionsets are updated, the corresponding index field calculations should also be updated to ensure the correct scores are shown.

The calculated score can be updated by navigating to Power Apps maker portal, locating the Risk table and then either the 'Consequence Index' or 'Likelihood Index' columns.

Under the column options, there will be a button to edit the column calculation

• The formula must be updated to reflect the changes made to the datasets.

Using Non-default Optionsets

• Any optionset may be used for the X and Y axis by adjusting the "X/Y Axis Field" settings as detailed below.

If the binding type is set to 'index', an additional calculated Whole Number field will be expected where the name is the same as the optionset field with a suffix of 'index', for example 'sensei_consequenceindex'.

The sensei_riskscore calculation should also be updated to reference the new index fields.

Rules

Any reports that display this Risk Matrix will need to be updated to mirror any changes made to the Matrix.

Convert a risk to an issue - Configuration settings

Display Name: Risk to Issue Mappings
Name: riskToIssueMappings

The Risk to Issue Mappings configuration allows users to set the fields from the risk that should copy to the Issue upon creation.

There are some default mappings that can be loaded into this environment by clicking the page icon under the New Field Mapping button.

To set-up a new field mapping:

1. Click New Field Mapping
2. Click the pencil icon to edit this mapping. This will open the Field Mapping window.
   
3. Select the Risk Field and the Issue Field you'd like to map.
4. Click OK

The pencil icon will allow you to edit existing rules. The trash can will allow you to delete existing rules.