What Are Roll-Up Groups?
Roll-Up Groups are flexible structures used to organize portfolios in Essential ERM. They allow you to group portfolios based on:
Organizational structure (e.g., by department, region)
Business processes (e.g., by function)
Any custom logic you define (e.g., matrix views)
This provides multiple, dynamic ways to filter data, report on risk, and manage user access.
Key Benefits of Roll-Up Groups
Consolidate related portfolios for better visibility and simplified management
Apply filters at any level (e.g., department, region, process) in the Roll-Up tree
Use multiple views for the same portfolio (e.g., by geography and process)
Streamline user access by assigning access at the group level instead of individual portfolios
How to Set Up Roll-Up Groups
Go to Admin → Portfolios and Roll-Up Groups
Select the “Roll-Up Groups” tab from the dropdown
Click “Add New” to create a group
Create sub-groups as needed under your top-level groups
Attach existing portfolios to each group
You can build a tree-like structure with multiple levels of grouping for filtering and access control.
Example Use Cases
Organizational View
Group by regions → subregions → portfolios
E.g., Global > North America > Canada > Ontario
Process View
Group by business function (e.g., HR, Finance, IT)
A portfolio can appear in both views
How Roll-Up Groups Help With Access Control
Grant user access to an entire group instead of assigning portfolio-by-portfolio
Example: Assign a user to "North America" and they gain access to all portfolios beneath it
How to Use in the Risk Console
Go to the Risk Console
Use the Roll-Up Group filter to:
View risks tied to a specific department, region, or process
Filter at any level in the group hierarchy
Related Topics
Managing Portfolios