Workspaces
Workspaces are self-contained risk libraries. Use them to separate clients, business units, or experiments.
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Workspaces are self-contained risk libraries. Use them to separate clients, business units, or experiments.
A workspace is a self-contained library: its own scenarios, portfolios, folders, workspace components, cached results, risk appetite, and display currency. The app can hold several workspaces; one is active at a time.
Typical uses:
One workspace per client (for consultancies)
One per business unit or subsidiary
A sandbox workspace for experiments, separate from the official register
New installs start with a sample workspace named Acme Corp, pre-loaded with example scenarios you can explore or delete.
The workspace switcher appears in the top bar and in Settings, Reports, and Components. From it you can:
Switch the active workspace
Create a new one (starts as "Untitled workspace")
Rename or Delete (the last remaining workspace cannot be deleted)
Export or Import a workspace as a .cqx bundle
Switching workspaces clears the current selection; nothing is lost, results are cached per workspace.
Scenarios, portfolios, folders
Global component library
Workspace component library
Application settings (iterations, currency default, analyst name, updates)
Risk appetite and display currency
License
Cached simulation results
Trash (shows deleted items from all workspaces)
Settings > Workspace holds the per-workspace configuration:
Display currency: inherit the application default or override it for this workspace. Values are labels only; CRQ Pro never converts between currencies.
Risk appetite: the statistic and dollar thresholds used to rate results. See Risk appetite and ratings.
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