How to · guide 09 of 12 · 4 min read

Portfolio roll-up across projects

Portfolio button, top bar · any number of .riskproj files · systemic ρ slider

Three projects each at P80 are not a programme at P80 — the latest one finishes the portfolio, and the costs add. The roll-up resamples each project's stored distribution (4,000 draws, fixed seed) rather than naïvely adding percentiles, and treats projects as independent parallel programmes until you say otherwise.

  1. Run project A, add it. With a completed run on screen, click Portfolio in the top bar, then + Add current run.
  2. Repeat per project. Open the next .riskproj, run it, + Add current run again. Each row records the project's fitness verdict, P80 finish, P80 cost and contingency. Portfolio roll-up drawer with two projects added, portfolio completion and cost tiles, and the systemic rho slider
    Completion is the latest project; cost is the sum — both from resampled distributions, not percentile arithmetic.
  3. Model the shared driver with Systemic ρ. Independence is the documented default — but a common contractor, labour market or currency moves projects together. Slide ρ up and the drawer compares against the independent case. (Note the directions: shared upside/downside makes portfolio completion distributions tighter at the top but the cost tail fatter — the drawer explains as it goes.)
The portfolio lives in your browser (it spans multiple Risk Files, so it can't live in one) — it persists across sessions on the same machine but doesn't travel inside a .riskproj. Re-add runs after moving machines.
Roll up two projects →
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