---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Configure Project Portfolio Management and Advanced Risk integration

# Configure Project Portfolio Management and Advanced Risk
integration {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Use the Project Integration Configuration form to set up the risk assessment. You
have to select the risk assessment methodology, the right assessors and approvers, and the
formula to roll up the risk scores and show the scores at a project level.

## Before you begin

To use Advanced Risk Assessment for Project Management, do the following:

* Activate the Project Portfolio Management plugin.
* Activate the Advanced Risk plugin.
* Enable the Enable Advanced Risk PPM Integration property under Advanced Risk AssessmentAdministrationProperties. This property is automatically set to No by default. Only users with the it_pps_admin or sn_ risk.admin roles can enable this property..

{#specify-approvers-for-proj-risks__ul_f1b_2tk_mnb}  
Note:  
Currently, in the Project Portfolio Management suite, advanced risk assessments are only supported for the Project Management application.Role required: sn_risk.admin

## About this task

As the risk administrator, you can select the following on the Project Integration Configurations form:

* The risk assessment methodology (RAM).
* The approvers and assessors for both enterprise risk assessment and project risk assessment.

{#specify-approvers-for-proj-risks__ul_dtm_4tw_jnb}Two predefined RAMs are provided for Enterprise Risk Assessment and Project Risk Assessment. You can modify the default methodology or create methodologies. If you select your own risk assessment methodology, then the entity class for that methodology must be Project. For assessing project risks and enterprise risks, you can add the approvers and assessors of your choice. The risk assessment methodology for project risk is automatically selected as the methodology that is associated to the Project Portfolio Management risk table.

## Procedure

1. Navigate to AllAdvanced Risk AssessmentAdministrationProject Integration Configuration.
2. Click the information ![Information icon.]() icon to view the project risk integration configuration record.
3. Click Open Record.
4. On the form, fill in the fields.  
   {#specify-approvers-for-proj-risks__table_l41_lrz_4mb__entry__2}

   | Field | Description |
   |-|-|
   | Project Risk Assessment ||
   | Assessment methodology | The assessment methodology for project risk assessment. This field is automatically set to Enterprise Assessment for Projects |
   | Assessor type | Assessor for the project risk assessment. The choices are as follows: * Project Manager: The user assigned as the project manager of the project. * Risk Owner: The user who is identified in theAssigned to field of the risk. * Stakeholders: Stakeholders for the project. Note: If Stakeholder is selected, then when the project manager assigns the assessor, all users who are added to the Stakeholders related list in the project are displayed. The project manager can select the required stakeholder. {#specify-approvers-for-proj-risks__ul_vhx_lbl_ymb} |
   | Risk rollup formula | The formula used to roll up the project risk scores. The choices are as follows: * Average * Maximum * Minimum {#specify-approvers-for-proj-risks__ul_cds_yyz_pmb} Note: Only the risks that are assessed using Advanced Risk Assessment are aggregated and have their scores rolled up. If a risk is retired, then the score of the retired risk is not aggregated. For details, see [Risk score rollup in Advanced Risk Assessment](https://servicenow-prod.fluidtopics.net/syG_cW_SG5mB9iKljvbvUw "In Advanced Risk Assessment, risk scores are calculated across risk statement hierarchy, entity hierarchy, or a combination of both. These methods enable stakeholders to monitor their risk posture and provide visibility of the overall aggregated risk score."). |
   | Approver type | Approver of the project risk. The approver has to approve the risk assessment. The choices are as follows: * None: No approver is necessary. * Project Manager: The project manager is the approver. * Stakeholder: The stakeholders for the project. {#specify-approvers-for-proj-risks__ul_idv_zbl_ymb} |
   | Enterprise Risk Assessment ||
   | Assessor type | Assessor for enterprise risk. The choices are as follows: * Project Manager: The user assigned as the project manager of the project. * Risk Owner: The user who is identified in theAssigned to field of the risk. * Group: The group to which the risk is assigned. {#specify-approvers-for-proj-risks__ul_wc3_zrz_4mb} Note: This user must have the sn_risk.manager role. |
   | Approver type | Approver for enterprise risk. The choices are as follows: * None: When no approver is necessary. * Project Manager: The user assigned as the project manager of the project. * Group: The group to which the risk is assigned. {#specify-approvers-for-proj-risks__ul_a1j_gsz_4mb} |
   | Days to overdue | Number of days after which an assessment is considered overdue starting from the date of initiation. The field is automatically set to 5. Note: The assessor gets reminder notifications before the due date approaches. The assessor and the assessor's manager get a notification after the due date passes. |
   | Assessor group | The group which assesses the enterprise risk if the Assessor type field has Group. |
   [Table 1. Project Risk Integration Configuration form]

   {#specify-approvers-for-proj-risks__table_l41_lrz_4mb}
5. Click Update.

## Result

The assessor and approver details are set.

*[\>]: and then