Tuesday, July 11, 2017

Create, view, and link project issues and risks

Create, view, and link project issues and risks

All projects are challenged by issues and risks. A risk is an event or situation that may negatively impact a project, if it occurs. In contrast, issues are events that are already happening. Risks can become issues if they are not addressed effectively. By actively identifying, analyzing, and addressing your project issues and risks, you can help guide your project to a successful conclusion.

What do you want to do?

Create an issue

Create a project risk

Link issues or risks to other issues, risks, document libraries, or tasks

View the issues or risks

Create an issue

  1. On the Quick Launch, click Project Center.

  2. Select the project for which you want to create an issue, click Go To, and then click Issues.

  3. On the Issues page, click New, and then click New Item.

    To modify an issue, point to the issue to display an arrow Down arrow . Click the arrow to display a drop-down list, and then click Edit Item.

  4. In the Title section, type a title for the issue.

  5. In the Owner section, click Browse to use the membership provider service that is used for authentication within your organization to find a user who can manage the issue.

    Note: If you prefer to type a user's name, click Check Names Button image to determine if the user is part of your organization's membership provider service.

  6. In the Assigned To section, type or search for a person who should be responsible for resolving the issue.

  7. In the Status section, click the status of the issue.

  8. In the Category section, click a category number to group similar issues.

  9. In the Priority section, click a priority in the list to indicate the relative importance of this issue as compared with other issues in your project.

  10. In the Due Date section, enter the date and time by which the issue should be resolved.

    Tip: Use the date picker calendar to quickly enter a date.

  11. In the Discussion section, type a description for the issue and any other information relevant to understanding and resolving the issue.

  12. In the Resolution section, type how the issue can be resolved.

  13. Click OK to save the issue and to return to the Issues page. The issue is now added to the list of issues associated with the project.

    On the Issues page, you can create additional issues or close the window and return to the Project Center.

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Create a project risk

  1. On the Quick Launch, click Project Center.

  2. Select the project for which you want to create a risk, click Go To, and then click Risks.

  3. On the Risks page, click New, and then click New Item.

    To modify a risk, point to the risk to display an arrow Down arrow . Click the arrow to display a drop-down list, and then click Edit Item.

  4. In the Title section, type a title for the risk.

  5. In the Owner section, click Browse to use the membership provider service that is used for authentication within your organization to find a user who can manage the risk.

    Note: If you prefer to type a user's name, click Check Names Button image to determine if the user is part of your organization's membership provider service.

  6. In the Assigned To section, type or search for a person who should be responsible for mitigating or managing the risk.

  7. In the Status section, click the status of the risk.

  8. In the Category section, click a category number to help you group similar risks.

  9. In the Due Date section, enter the date and time by which the risk should be resolved.

    Tip: Use the date picker calendar to quickly enter a date.

  10. In the Probability section, type a percentage value that represents the probability of how likely it is that the risk will occur.

  11. In the Impact section, type a value between 1 and 10 that represents the severity of the impact, with 10 being the highest severity. Later on, you can search for risks that, for example, have an impact great than 5.

  12. In the Cost section, type a value (without a currency symbol) that represents the financial impact of the risk.

  13. In the Description section, type a description of the risk.

  14. In the Mitigation Plan section, type a description of a plan that the project manager can use to reduce or eliminate the risk probability, risk impact, or both.

  15. In the Contingency Plan section, type a description of an alternative plan that can help to reduce the potential impact of the risk, if it occurs.

  16. In the Trigger Description section, type a description of the condition that may cause the event to occur.

  17. Click OK to save the risk and to return to the Risks page. The risk is now added to the list of risks associated with the project.

    On the Risks page, you can create additional risks or close the window and return to the Project Center.

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Link issues or risks to other issues, risks, document libraries, or tasks

  1. On the Quick Launch, click Project Center.

  2. Select the project for which you want to link issues or risks, click Go To, and then click Risks or Issues.

  3. On the Issues or Risks page, point to an existing issue or risk to display an arrow Down arrow . Click the arrow to display a drop-down list, and then click Edit Item.

  4. Click Link Items.

  5. In the first list at the top of the dialog box, click the document library, issue, risk, or task that you want to link.

  6. In the second list, click an an appropriate item.

    The dialog box will display the issues, risks, document libraries, or tasks that you selected in the two lists at the top of the dialog box.

  7. Select the issue or risk to which you want to link by selecting the check box next to the issue or risk. You can select multiple issues or risks.

  8. Click OK.

The Issues or Risks page will display the linked item in the Links section.

Note: If you delete an issue or risk and then try to recover the issue or risk from the Recycle Bin, any links to other issues, risk, tasks, or document libraries cannot be recovered.

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View the issues or risks

To see the issues and risks assigned to you, do the following:

  1. On the Quick Launch, under My Work, click Issues/Risks Center.

    All the projects that contain issues or risks assigned to you are displayed on the Issues and Risks for My Projects page. The numbers of active, postponed, and closed issues and risks are displayed in the Active, Postponed, and Closed columns.

  2. To see more information about an issue or risk, click the name of the project.

To see all issues or risks associated with a project, do the following:

  1. On the Quick Launch, click Projects.

  2. Select the project for which you want to view issues and risks, click Go To, and then click Issues or Risks.

    A new window opens that shows the existing issues or risks associated with the project.

  3. To see more information about an issue or risk, click the name of the issue or risk.

Why can't I perform some actions in Microsoft Office Project Web Access?

Depending on the permissions settings you used to log on to Project Web Access, you may not be able to see or use certain features. Also, what you see on some pages may differ from what is documented if your server administrator customized Project Web Access and did not customize the Help to match.

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