The Projects > Risks page displays information about the risks that belong to the selected project. You can customize the page to specify the columns of information you want to display, as well as the types of risks you want to appear.
I want to:
- Choose a project to work with
- Add, edit, or delete a risk
- Customize the Risks page
- View field definitions
Choose a project to work with on the Risks page
You can work with any open project on the Risks page; however, you can only work with one project at any given time. When you open multiple projects in the Projects section, all open projects you have rights to access are listed in the Select Project box, which is located at the top right of the page.
To work with a project, choose an open project from the list. Any action you perform, and all data that appears on the page, applies to the selected project only.
Note: The Select Project field does not appear when only one project is open in the Projects section.
Add, edit, or delete a risk
To add a risk to the selected project, click the Add Risk link. Specify the risk details and click Save.
To edit or delete a risk, click the Risk Name. Modify details as necessary, or to remove the risk, click Delete Project Risk. When finished editing a risk, click Save.
Customize the Risks page
Click Customize to specify the columns of information you want to display, and filter risks based on status. For more detailed information, see Customize the Risks page.
Field Definitions
- Name
- The name of the risk.
- Priority
- The priority or importance assigned to the risk: 1 (highest) to 5 (lowest).
- Responsible Manager
- The OBS element associated with the risk.
- Owner
- The resource responsible for the risk.
If you have edit privileges, you can select a different owner. The list of available resources you can select from depends upon your resource security access privileges.
- Risk Type
- A category that identifies the type of risk, such as
financial or schedule.
Risk types are created in the Project Management module, typically by a project administrator.
- Status
- The current status of the risk: open or closed.
- Description
- Notes recorded for the risk.
When you first display the Risks page, all descriptions are collapsed. Click Expand All to view descriptions for all steps. To view a single step's description, click
. To hide an individual description, click
. Click Collapse All to hide descriptions for all steps.
In edit mode, you can record or revise the risk description, format the text, copy and paste information from other document files while retaining formatting, and add hyperlinks.